Provide day-to-day administrative support to Relationship Managers by assisting with client requests
Communicate with corporate clients and their counsel regarding shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting
Work independently and with the Relationship Manager to deliver accurate and responsive client services related to shareholder meetings, share issuances, reporting and shareholders
Work with clients and internal resources on intervention and escalated items to ensure prompt resolution
Support shareholder meetings, including coordinating proxy activities, ordering lists, labels and journals, and attending meetings as scrutineer/co-scrutineer
Review shareholder, participant and Financial Institution documents for compliance and completeness
Assist issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing shareholder accounts
Manage and maintain client accounts, including paperwork for reinvestments, withdrawals, transfers, sales and estates
Maintain relationships with key client personnel to ensure satisfaction and retention
Create and reconcile regular and ad-hoc reports
Provide support within the Client Services team as needed
Requirements 2 years administrative experience; Legal, Financial or Securities industry preferred




Client-facing experience with businesses, executives and/or legal counsel
Post-secondary diploma or degree
Intermediate working knowledge of MS Office suite
Ability to multitask and complete tasks within deadlines
Ability to prioritize conflicting duties
Accuracy and attention to detail
Strong mathematical and organizational skills
Excellent written and verbal English skills
Core Competencies Demonstrates robust administrative support capabilities with a focus on client service, compliance, and accurate reporting in the Financial or Securities industry. Proficient in managing client accounts and maintaining relationships while ensuring attention to detail and effective communication.
Highest-signal resume keywords Client-Facing Experience
Administrative Support
MS Office Suite
Attention to Detail
Organizational Skills
ATS Optimization Keywords Hard Skills Administrative Experience
Mathematical Skills
Report Creation
Compliance Review
Problem Solving
Soft Skills Communication Skills
Multitasking Ability
Prioritization Skills
Certifications & Qualifications Post-Secondary Diploma or Degree
Industry Keywords Financial Industry
Securities Industry
Client Services
Shareholder Meetings
Legal Counsel

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📌 Associate Relationship Manager (Alberta)
🏢 Jobtailor
📍 Alberta