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Robertson & Company Ltd.

Client Administrative Associate

AB, Canada
Edmonton, AB, Canada

$70,000 to $80,000 CAD base (depending on experience) · Full-time

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Job details

Pay: $70,000 to $80,000 CAD base (depending on experience)
Job type: Full-time
Apply by: Nov 7, 2026
Experience: 5 years experience in the investment industry working with private clients
Posting language: English
Posted: Oct 8, 2026

Original job description

Job Title:
Client Administrative Associate

Location:
Edmonton, AB (Onsite)

Base Salary:
$70,000 to $80,000 CAD base (depending on experience)

The Client
Reputed private wealth management firm in Edmonton that assists high net worth individuals with investment plans, tax management, insurance, wealth transition and other services.

What you will achieve in this role

Communicate with clients professionally and effectively
Complete deposit, withdrawal, transfer, and currency conversion instructions for investment accounts and follow-up diligently
Perform operations related to financial transitions (purchases and sales of securities)
Conduct portfolio trading
Prepare corporate tax information
Execute Internal/external transfers and process de-registrations
Perform RRIF conversions and RESP withdrawals
Administer EFTs, cheques and wires
Execute internal transfers and internal client fee audits
Generate daily, monthly, and annual business reports
Provide backup support to team members when required

What you must bring to this role

CIRO licensed, or willing to receive within 6 months of start date
5 years experience in the investment industry working with private clients
Strong knowledge of account types and products (RRSP, RRIF, LIF, TFSA, RESP)
Business bachelor’s degree (finance, business administration, commerce)
Excellent listening and problem-solving skills
Highly organized and meticulous attention to detail
Excellent verbal and written communication skills
Ability to respond creatively to new situations and challenges

Only those who are qualified will be contacted.
This posting is for an existing vacancy and is intended to fill a current open position.

Additional Information
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

How to Apply
If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.

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More about this job

Responsibilities

Communicate with private clients and administer investment account transactions, including deposits, withdrawals, transfers, currency conversions, securities trades, and registered account services. Prepare tax information, process payments and client fee audits, generate business reports, and provide backup support to the team.

Requirements

Candidates must have or be willing to obtain a CIRO license within six months, at least five years of investment-industry experience working with private clients, and strong knowledge of RRSP, RRIF, LIF, TFSA, and RESP accounts. A bachelor's degree in finance, business administration, or commerce is required, along with strong communication, problem-solving, organizational, and detail-oriented skills.

Skills

Client Communication
Deposit and Withdrawal Processing
Securities Trading
Portfolio Trading
Tax Information Preparation
Account Transfers
RRIF Conversions
RESP Withdrawals
Electronic Funds Transfers
Cheque and Wire Processing
Fee Auditing
Business Reporting
Problem-Solving
Attention to Detail
Organization

Visa sponsorship

Not detected in the job text

Keywords

CIRO License
Private Wealth Management
Investment Industry
Private Clients
Investment Accounts
RRSP
RRIF
LIF
TFSA
RESP
Securities
Portfolio Trading
Currency Conversion
Tax Management
Corporate Tax Information
Financial Transitions
Internal Transfers
External Transfers
De-registrations
Electronic Funds Transfers
Cheques
Wire Transfers
Client Fee Audits
Business Reporting
Background Screening

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