Wealth Management Administrative Associate

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

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.