Senior Administration Associate

Forge Performance Group is a Recruitment & Talent Management solutions team located in Calgary AB. We are dedicated to connecting our clients with highly skilled professionals well-matched to their unique hiring needs culture and goals. This opportunity is posted on behalf of one of our clients.

Job Title:Senior Administration Associate
Location: South Calgary (in-office full-time)

Our South Calgary-based financial services client is looking for a team-oriented highimpact Senior Administration Associate to join their growing team. This is an incredible
opportunity for someone who is resourceful proactive and thrives in keeping a highperforming team organized and efficient. While some experience or exposure to the
financial or wealth management industry is preferred but what matters most is being a strong administrator quick learner excellent communicator and someone who
contributes positively to a collaborative values-driven culture.

This is a full-time in-office role theres no hybrid option so youll be right in the heart of the action with the team.

Why Youll Love This Role:

• Be part of a tight-knit growth-oriented team where your contributions truly matter.
• Work directly with a dynamic executive team in a firm that values initiative and proactive thinking.
• Building meaningful connectionswith colleagues and clients in an environment that prioritizes culture values and collaboration.

What Youll Do:

• Support the team with day-to-day operations including documentation account administration and meeting prep.
• Act as a key liaison with the firms Carrying Broker and other stakeholders.
• Anticipate team and client needs delivering proactive high-quality communication.
• Help maintain and improve operational and compliance processes keeping the team running smoothly.
• Take ownership of training and supporting colleagues sharing your knowledge and helping the team excel.
• Ensure accuracy compliance and follow-through on client accounts meetings and tasks.

What Were Looking For:

• Resourceful self-starting and able to take initiative with little direction.
• Strong administrative skills exceptional attention to detail and ability to think on your feet.
• Excellent communication skills with the ability to connect with clients and colleagues alike.
• A fast learner who thrives in a dynamic growing environment.
• Humble collaborative and motivated by supporting a strong team culture.
• Experience in financial services or wealth management is a plus but not required.

Nice-to-Haves:

• Familiarity with Dataphile and comfort learning new technologies.
• Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).

If youre someone who loves keeping a team organized supporting others and contributing to a culture built on values and meaningful connections this could be the
perfect role for you.