Administrative Assistant

Staffing In Motion

  • Calgary, AB
  • $50,000-75,000 per year
  • Permanent
  • Full-time
  • 8 days ago
? Administrative Associate (Wealth Management)? LocationCalgary, AB
Full-time | In-office (Monday–Friday)? OverviewOur 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

Staffing In Motion