At a Glance
- Tasks: Manage administrative workflows and support a fast-growing wealth management practice.
- Company: Dynamic wealth management firm in Calgary with strong growth potential.
- Benefits: Competitive salary up to $100,000, career advancement opportunities, and supportive team environment.
- Other info: Great opportunity for growth into client-facing roles in a thriving industry.
- Why this job: Kickstart your finance career while making a real impact on client experiences.
- Qualifications: 1-2 years of admin experience or recent finance graduate with strong attention to detail.
The predicted salary is between 57888 - 70752 $ per year.
- Calgary (City Centre / Calgary Tower), Canada | Posted on 04/07/2026
- City Calgary (City Centre / Calgary Tower)
- State/Province Alberta
- Country Canada
- ? Job Description
- Administrative Associate (Wealth Management)
- ? Location
- ? 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
- 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
- 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
- #J-18808-Ljbffr
Administrative Assistant in Calgary employer: Staffing In Motion
Join a dynamic wealth management practice in the heart of Calgary, where your organizational skills will be valued and rewarded. With a strong focus on employee growth, this role offers opportunities to advance into client-facing positions while working in a supportive team environment that prioritizes operational efficiency and exceptional client experiences. Enjoy competitive compensation and the chance to be part of a firm with significant upward momentum.
