Talent.com
Staffing In Motion
Administrative AssistantStaffing In Motion • Calgary, Alberta, Canada
Administrative Assistant

Administrative Assistant

Staffing In Motion • Calgary, Alberta, Canada
30+ days ago
Salary
CA$50,000.00 yearly
Job type
  • Full-time
Job description

Administrative Associate (Wealth Management)

Location

Calgary AB
Full-time In-office (MondayFriday)

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

  • 12 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: $50000$75000
  • Top candidates: up to $100000
  • 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






Required Skills:

investment


Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 50000 - 75000
Create a job alert for this search

Administrative Assistant • Calgary, Alberta, Canada

Similar jobs

Administrative Assistant III

Agilus Work SolutionsCalgary, AB, CA
Full-time

Agilus by Synergie is recruiting for a Administrative Assistant III in the Oil and Gas Sector in Calgary, Alberta.This position would typically include a professional Administrative Assistant.Exper... Show more

 • Promoted

administrative assistant

C3-Church-CalgarCalgary
Full-time +1

Terms of employment Permanent employment Full time.Secondary (high) school graduation certificate.Work must be completed at the physical location.There is no option to work remotely.Arrange and co-... Show more

 • Promoted

Administrative Assistant

Wendy Ellen Inc.Calgary
Full-time

Allrush Print & Apparel is seeking an experienced and professional Reception & Administrative Coordinator to serve as the first point of contact for clients, vendors, and internal teams.This pivota... Show more

 • Promoted

Administrative Assistant - Senior(Remote) JP853

PathlionCalgary, AB, CA
Remote
Full-time

Positions: Claim Payment Coordinator supporting the Childcare Claims Unit and Child Care Funding Coordinator positions are part of the Alberta Child Care Grant Funding team.Process provincial grant... Show more

 • Promoted

Administrative Assistant

Stantec Consulting International Ltd.Calgary, AB, CA
Full-time +1

Stantec’s Buildings team is on a mission to become the world’s leading integrated design practice.Our architects, engineers, interior designers, consultants, sustainability specialists, and technol... Show more

 • Promoted

administrative assistant

Canwest Concrete Cutting & Coring Inc.Calgary, AB, CA
Full-time +1

Terms of employment Permanent employment Full time.Work must be completed at the physical location.There is no option to work remotely.Answer telephone and relay telephone calls and messages.Compil... Show more

 • Promoted

Volunteer Administrative Assistant

The Calgary StampedeCalgary, AB, CA
Full-time

Art Show Committee – Volunteer Administrative Assistant.For over 100 years the Calgary Stampede has been the heart and soul of our city.It is both where and how we come together to celebrate our un... Show more

 • Promoted

Administrative Assistant – US Tax

Moodys GartnerCalgary, AB, CA
Full-time

Moodys Private Client LLP is a fast-growing firm focused on delivering exceptional private client services.We are currently seeking a full-time.Administrative Assistant – US Tax.This role is an exc... Show more

 • Promoted

Senior Administrative Assistant, Quality Team

Mnp LlpCalgary
Full-time

Become a vital part of the MNP team as a Senior Administrative Assistant focused on Quality Operations.Experience a rewarding role where your organizational prowess thrives.With over 5 years of adm... Show more

 • Promoted

Legal Administrative Assistant

Vaco by HighspringCalgary, BC, CA
Permanent +1

Our client is a boutique, entrepreneurial law firm with a strong reputation for delivering strategic legal solutions to entrepreneurs, private companies, and high-net-worth individuals.Our client i... Show more

 • Promoted

Administrative Assistant

AerotekCalgary
Full-time

Aerotek is an operating company within Allegis Group, a.We are a privately held organization with over 200+ offices nationwide.Fortune 500 companies and specialize in staffing and services solution... Show more

 • Promoted

Executive Assistant Coverage

Aplinairdrie, ab, ca
Full-time

A busy and fast-paced corporate office is seeking an experienced Executive Assistant for a temporary coverage assignment supporting a group of senior executives during a planned leave (June 22 - Ju... Show more

 • Promoted

Administrative Assistant (Temporary)

Equation Staffing Solutions.Calgary, AB, CA
Full-time

We are seeking professional, personable, and skilled Administrative Assistants on a temporary or casual basis for several of our clients in Calgary.Based on your qualifications and experience, we c... Show more

 • Promoted

Administrative Assistant

About Staffing Ltd.Calgary
Full-time +2

Connecting you to Administration jobs in Calgary!.Alberta’s experts in connecting candidates withAdministrationjobs.We focus on temporary, direct hire and temporary-to-direct hire placements in the... Show more

 • Promoted

administrative assistant

Bonnybrook-Truck-Calgary
Full-time +1

Terms of employment Permanent employment Full time.Secondary (high) school graduation certificate.Work must be completed at the physical location.There is no option to work remotely.Arrange and co-... Show more

 • Promoted

Administrative Assistant III

Brunelcalgary, ab, ca
Full-time

Brunel is currently seeking an Administrative Assistant III to provide high-level administrative support to a department or designated leader.This role requires a seasoned professional with strong ... Show more

 • Promoted

Marketing and Administrative Assistant

MywaymakerCalgary, AB, CA
Full-time

We are seeking a motivated and organized.Marketing & Administrative Assistant.This position is partially supported by the.Alberta Youth Incentive Program.Position: Marketing and Administrative Assi... Show more

 • Promoted

Administrative Assistant

StantecCalgary, AB, CA
Full-time

We are seeking a highly organized and proactive administrative professional to join our growing Buildings team.Based in Calgary and supporting approximately 300 staff across Alberta – with occasion... Show more

 • Promoted

Administrative Assistant

PwC CanadaCalgary, AB, CA
Full-time

Get AI-powered advice on this job and more exclusive features.At PwC, our people in business services and support focus on providing efficient and effective administrative support to enable smooth ... Show more

 • Promoted

Senior Administrative Assistant, Quality Team

MnpCalgary
Full-time

Become a vital part of the MNP team as a Senior Administrative Assistant focused on Quality Operations.Experience a rewarding role where your organizational prowess thrives.With over 5 years of adm... Show more