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 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 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
- Solid 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