Administrative Assistant

Staffing In Motion; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

Staffing In Motion is seeking an Administrative Associate to support a fast-growing wealth management practice in Calgary. The role emphasizes accurate processing, smooth operations, and an exceptional client experience as client volume increases.

The ideal candidate is detail-oriented, either a junior entering finance or an experienced administrator seeking stability and growth within wealth management, with opportunities to progress to client-facing or advisory work.

Qualifications

• 1–2+ years in administrative or financial services
• Finance graduate accepted

Responsibilities

• Manage high-volume administrative workflows related to client accounts
• Process account transfers and investment documentation
• Track and follow up on 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

Skills

Administrative skills

Attention to detail

Organizational skills

Multitasking

Client interaction

Education

Finance degree

Job description

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 organizedAdministrative Associateto 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 adetail-oriented junior candidatelooking to break into finance or anexperienced administratorseeking a stable, growth-oriented environment.

? Key Responsibilities

• Managehigh-volume administrative workflowsrelated 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 withRSP 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 graduallyinteract 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 ingrowing 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 toadvance into client-facing or advisory roles
  
• Join a firm with strong upward momentum and internal growth paths