Administrative Assistant

? Administrative Associate (Wealth Management)

? Location

Calgary, AB Full-time | In-office (Monday–Friday)

? Overview

Our client is seeking a highly organized Administrative Associate to 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 a detail-oriented junior candidate looking to break into finance or an experienced administrator seeking a stable, growth-oriented environment.

? Key Responsibilities

• Manage high-volume administrative workflows related to client accounts 
  
• Process: 
  
• • New account openings 
    
  • 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 with RSP 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 gradually interact 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 in growing within wealth management
  
• Comfortable handling repetitive, detail-heavy tasks with accuracy 
  

? Compensation

• Base salary: $50,000–$75,000
  
• Top candidates: up to $100,000
  
• Bonus potential
  
• Comprehensive benefits package 
  

? Growth Opportunity

• Exposure to client relationships and advisory work over time 
  
• Opportunity to advance into client-facing or advisory roles
  
• Join a firm with strong upward momentum and internal growth paths