Back‑Office Account Administrator – Entry Level (Calgary)

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

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.

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

Job description

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.