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Administrative Associate (Wealth Management)

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Location

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

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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.

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Key Responsibilities

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  Manage
  high-volume administrative workflows
  related to client accounts
• 
  Process:
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  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

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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)

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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

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Compensation

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

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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