Calgary (City Centre / Calgary Tower), Canada | Posted on 04/07/2026City Calgary (City Centre / Calgary Tower)State/Province AlbertaCountry Canada? Job Description? Administrative Associate (Wealth Management)? Location? OverviewOur client is seeking a highly organizedAdministrative Associateto support a fast-growing wealth management practice. With a significant increase in recent 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 ResponsibilitiesManagehigh-volume administrative workflowsrelated to client accountsProcess:Account transfersInvestment documentation and submissionsTrack and follow up on all paperwork to ensure timely completionMaintain accurate client records and compliance documentationAssist withRSP contributions and general account maintenanceSupport onboarding of new client householdsIdentify opportunities to improve operational efficiencyProvide administrative support to advisors and investment teamPotential to graduallyinteract directly with clients? Requirements1–2+ 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 ingrowing within wealth managementComfortable handling repetitive, detail-heavy tasks with accuracy? CompensationTop candidates:up to $100,000Exposure to client relationships and advisory work over timeOpportunity toadvance into client-facing or advisory rolesJoin a firm with strong upward momentum and internal growth paths

📌 Administrative Assistant (Calgary)
🏢 HUB International
📍 Calgary