Calgary (City Centre / Calgary Tower), Canada | Posted on 04/07/2026City Calgary (City Centre / Calgary Tower)State/Province AlbertaCountry CanadaJob DescriptionAdministrative Associate (Wealth Management)LocationCanadaOverviewOur client is seeking a highly organizedAdministrative Associateto 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 candidatelooking to break into finance or anexperienced administratorseeking a stable, growth-oriented environment.Key ResponsibilitiesManage high-volume administrative workflows related to client accountsProcess account transfersInvestment documentation and submissionsTrack and follow up on all paperwork to ensure timely completionMaintain accurate client records and compliance documentationAssist with RSP contributions and general account maintenanceSupport onboarding of new client householdsIdentify opportunities to improve operational efficiencyProvide administrative support to advisors and investment teamPotential to gradually interact directly with clientsRequirements1–2+ years of administrative or financial services experience or recent finance graduateStrong attention to detail and organizational skillsAbility to manage multiple priorities in a fast-paced environmentStrong work ethic (“worker bee” mentality)Licensing is an asset (or willingness to obtain)Ideal CandidateHighly reliable and process-drivenTakes ownership and accountabilityPositive attitude and team playerInterested in growing within wealth managementComfortable handling repetitive, detail-heavy tasks with accuracyCompensationTop candidates: up to $100,000Exposure to client relationships and advisory work over timeOpportunity to advance into client-facing or advisory rolesJoin a firm with robust upward momentum and internal growth paths#J-18808-Ljbffr

📌 Administrative Assistant - Up To C$100,000 A Year (Winnipeg)
🏢 Staffing In Motion
📍 Winnipeg