Calgary (City Centre / Calgary Tower), Canada | Posted on 04/07/2026 City Calgary (City Centre / Calgary Tower) State/Province Alberta Country Canada ? Job Description

?

Administrative Associate (Wealth Management)

? Location

? Overview

Our client is seeking a highly organized Administrative Associate to support a fast-growing wealth management practice. With a significant increase in new clients, this role is critical in ensuring smooth operations, accurate processing, and an exceptional client experience.

This is an excellent opportunity for either a detail-oriented junior candidate looking to break into finance or an experienced administrator seeking a stable, growth-oriented environment.

? Key Responsibilities

Manage high-volume administrative workflows related to client accounts

Process:

Account transfers

Investment documentation and submissions

Track and follow up on all paperwork to ensure timely completion

Maintain accurate client records and compliance documentation

Assist with RSP contributions and general account maintenance

Support onboarding of new client households





Identify opportunities to improve operational efficiency

Provide administrative support to advisors and investment team

Potential to gradually interact directly with clients

? Requirements

1–2+ years of administrative or financial services experience

OR recent finance graduate

Strong attention to detail and organizational skills

Ability to manage multiple priorities in a quick-paced environment

Strong work ethic (“worker bee” mentality)

Licensing is an asset (or willingness to obtain)

? Ideal Candidate

Highly reliable and process-driven

Takes ownership and accountability

Positive attitude and team player

Interested in growing within wealth management

Comfortable handling repetitive, detail-heavy tasks with accuracy

? Compensation

Top candidates: up to $100,000

Exposure to client relationships and advisory work over time

Opportunity to advance into client-facing or advisory roles

Join a firm with strong upward momentum and internal growth paths

#J-18808-Ljbffr

📌 Administrative Assistant (Winnipeg)
🏢 Staffing In Motion
📍 Winnipeg