Account Administrator

Aligned Capital Partners Inc.; Calgary; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Investment in training and development

Health and well-being commitment

Culture of inclusion and diversity

Equal opportunity employer

Job summary

A financial services firm is seeking an Entry-Level Account Administrator to join their Client Experience team in Calgary. The role includes handling banking duties, processing client updates, and managing administrative tasks. Ideal candidates are detail-oriented and possess prior experience in customer service or the Mutual Fund industry. This position offers competitive compensation and opportunities for growth in a dynamic work environment.

Qualifications

• Experience in the Mutual Fund industry or customer service is preferred.
• Detail-oriented and self-motivated.
• Ability to thrive in a dynamic environment.

Responsibilities

• Handle EFT, wires, and payment issues.
• Process client account updates and trade administrative tasks.
• Manage inter-fund cash and position transfers.
• Assist with asset transfers and account unlocks (LIRA/LRSP/LIF, etc.).
• Book cheque withdrawals and manage pending close or balances write-offs.
• Support the Client Experience team and branch offices as needed.
• Maintain timely and accurate data entry and journal entries.
• Communicate effectively with internal teams and clients.

Skills

Detail-oriented

Fluency in English

Excellent communication skills

Ability to prioritize effectively

Proficiency with MS Office

Education

Post-secondary education

Canadian Securities Course

IFIC

PFP and other industry courses

Tools

MS Office

Job description

Aligned Capital Partners Inc. (ACPI) is a fast‑growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full‑time Account Administrator to be part of our Client Experience team in Calgary, Alberta.

In this role, the successful candidate will support our dedicated teams within the back‑office, banking, and account administration functions. The candidate will support our Client Experience team and by extension individual branch ACPI Branch Offices. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast‑paced environment and ensures work is completed in a timely fashion. This is an entry‑level role that is primarily non‑client facing with ample room for career growth.

What You Will Do

• Banking duties (EFT, wires, resolution of payment issues with financial institutions, Interfund cash and position transfers)
• Journal entry and other trade related administrative tasks
• Processing client account updates and related tasks
• Registered income account updates
• Registered accounts Processing (includes RESP, RDSP etc.)
• Processing and following up on internal and external asset transfers
• RESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP Breakdown
• Unlocking of locked‑in accounts (LIRA, LRSP, LIF etc.)
• Cheque withdrawal booking
• Pending Close/Freeze account and balances write‑offs

What You Will Bring

• Previous experience in the Mutual Fund industry and/or customer service role is preferred
• Post‑secondary education
• Knowledge of Back Office functions
• Ability to prioritize effectively and work efficiently and independently to meet daily deadlines
• Detail‑oriented, extremely self‑motivated and dedicated, and a good team player
• Fluency in English (verbal and written)
• Excellent communication and interpersonal skills
• Proficiency with MS Office applications
• Ability to thrive in a growing/dynamic environment
• Canadian Securities Course, IFIC, PFP and other industry courses would be an asset
• Comfort in using and learning new software systems

What We Offer

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

• Competitive compensation
• Recognition of your accomplishments
• Communication and feedback
• Investment in your training and development
• Commitment to your health and well‑being
• Culture of inclusion, diversity, and positivity

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905‑639‑5115.

Seniority level

Entry level

Employment type

Full‑time

Job function

Customer Service

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