Client Administrative Associate

Robertson & Company Ltd.; Edmonton; On-site; CAD 70,000 - 80,000; Full time

Job summary

Robertson & Company Ltd. is a reputed private wealth management firm in Edmonton, helping high net worth clients with investment plans, tax management, insurance, wealth transitions and more.

The role requires a CIRO license, 5 years in the investment industry with private clients, and a strong knowledge of account types (RRSP, RRIF, LIF, TFSA, RESP). You will manage client communications, execute transfers, and prepare reports as part of a busy team.

Qualifications

• CIRO licensed is required.
• At least 5 years of experience in the investment industry with private clients.
• Strong knowledge of account types and products (RRSP, RRIF, LIF, TFSA, RESP).
• Bachelor’s degree in finance, business administration, or commerce.
• Excellent listening and problem‑solving skills.
• Highly organized with meticulous attention to detail.
• Excellent verbal and written communication skills.

Responsibilities

• Communicate with clients professionally and effectively.
• Complete deposit, withdrawal, transfer, and currency conversion instructions for investment accounts and follow-up diligently.
• Perform operations related to financial transitions (purchases and sales of securities).
• Prepare corporate tax information.
• Execute Internal/external transfers and process de-registrations.
• Perform RRIF conversions and RESP withdrawals.
• Administer EFTs, cheques and wires.
• Execute internal transfers and internal client fee audits.
• Generate daily, monthly, and annual business reports.
• Provide backup support to team members when required.

Skills

CIRO licensed

5 years experience

Account types & products knowledge

Excellent communication

Highly organized

Problem solving

Education

Business bachelor’s degree

Job description

$70,000 to $80,000 CAD base (depending on experience)

The Client

Reputed private wealth management firm in Edmonton that assists high net worth individuals with investment plans, tax management, insurance, wealth transition and other services.

What you will achieve in this role

• Communicate with clients professionally and effectively
• Complete deposit, withdrawal, transfer, and currency conversion instructions for investment accounts and follow-up diligently
• Perform operations related to financial transitions (purchases and sales of securities)
• Prepare corporate tax information
• Execute Internal/external transfers and process de-registrations
• Perform RRIF conversions and RESP withdrawals
• Administer EFTs, cheques and wires
• Execute internal transfers and internal client fee audits
• Generate daily, monthly, and annual business reports
• Provide backup support to team members when required

What you must bring to this role

• CIRO licensed
• 5 years experience in the investment industry working with private clients
• Strong knowledge of account types and products (RRSP, RRIF, LIF, TFSA, RESP)
• Business bachelor’s degree (finance, business administration, commerce)
• Excellent listening and problem-solving skills
• Highly organized and meticulous attention to detail
• Excellent verbal and written communication skills
• Ability to respond creatively to new situations and challenges

Only those who are qualified will be contacted.

This posting is for an existing vacancy and is intended to fill a current open position.

Additional Information

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.