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About the role
? 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
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Top Benefits
About the role
? 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