Calgary (City Centre / Calgary Tower), Canada | Posted on 04/07/2026 - City Calgary (City Centre / Calgary Tower)

- State/Province Alberta
- Country Canada ?

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Administrative

Associate (Wealth Management) ? Location ?

Overview Our client is seeking a highly organizedAdministrative Associateto support a rapid-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 Responsibilities - Managehigh-volume administrative workflowsrelated 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

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