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 organizedAdministrative 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 adetail-oriented junior candidate looking to break into finance or anexperienced administrator seeking a secure, growth-oriented environment.

? Key Responsibilities

- Managehigh-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 withRSP 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 graduallyinteract 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 fast-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 ingrowing 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 toadvance into client-facing or advisory roles

- Join a firm with strong upward momentum and internal growth paths

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