Administrative Assistant

Calgary (City Centre / Calgary Tower), Canada | Posted on 04/07/2026

• City Calgary (City Centre / Calgary Tower)
• State/Province Alberta
• Country Canada

Administrative Associate (Wealth Management)

Canada

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.

• Manage high-volume administrative workflows related 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 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

• 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)

• 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

• Top candidates: up to $100,000
• 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