Connexion Inscription gratuite
Postuler

Publié il y a 7 mois

Administrative Assistant

@ Staffing In Motion

Toutes ses offres Site Web

Alberta

Temps plein1+ ans d’expérience
Postuler
SIGNAUX

En bref

Staffing In Motion is hiring a full-time Administrative Associate in Calgary, AB to support a fast-growing wealth management practice. The role handles high-volume account paperwork, onboarding and client records, in-office Monday to Friday. Base salary is $50,000 to $75,000, with bonus potential and a comprehensive benefits package.

Responsabilités :

  • Process new account openings and account transfers
  • Track and follow up on client paperwork
  • Maintain client records and compliance documents
  • Support onboarding of new client households
  • Provide administrative support to advisors

Résumé des exigences :

  • 1 to 2+ years 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
  • Licensing is an asset or willingness to obtain

Outils et compétences

DocumentationRegulatory complianceAdministrative supportAttention to detailOrganizational skills
Source et dates

Type de source non vérifié · zoho

Date publiée par l’employeur
2026-04-06
Première détection par notre source
2026-10-09
Mise à jour du dossier source
2026-10-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineAdministration
Expérience1 an(s) et plus
Heures par semaine40 (estimé)
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Avantages mentionnésPrime de rendement

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Postuler

Staffing In Motion

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

We specialize in recruiting for roles in Wealth Management, Capital Markets, Financial Services, Accounting and Sales.

Description complète de l’entreprise

We are a Staffing Agency who specialize in recruiting for roles in Wealth Management, Capital Markets, Financial Services, Accounting and Sales. Our recruiters have experience working in your industry. With prior experience in Finance, Wealth Management and Sales, we understand the industries that we are recruiting in.

Abonnés LinkedIn
722
Personnes associées sur LinkedIn
6
Bureaux déclarés
  • Mississauga, Ontario L5A 3X5, CA
Autres noms enregistrés
  • Staffing In Motion
Spécialités
  • Finance
  • Accounting
  • Sales
  • Wealth Management
  • Banking
  • and Capital Markets
Le profil indique une agence de recrutement
Oui
Toutes ses offres Site Web

We are a Staffing Agency who specialize in recruiting for roles in Wealth Management, Capital Markets, Financial Services, Accounting and Sales. Our recruiters have experience working in your industry. With prior experience in Finance, Wealth Management and Sales, we understand the industries that we are recruiting in.

ChampValeur
SecteurStaffing and Recruiting
Taille2-10 employees
Siège socialMississauga, Ontario
Type d’organisationPrivately Held
Fondée en2021
SpécialitésFinanceAccountingSalesWealth ManagementBankingand Capital Markets
Offres sur Jobsy6
LinkedInVoir la page
Description

? Administrative Associate (Wealth Management)

? Location

Calgary, AB
Full-time | In-office (Monday–Friday)

? Overview

Our client is seeking a highly organized Administrative Associate to 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 a detail-oriented junior candidate looking to break into finance or an experienced administrator seeking a stable, growth-oriented environment.

? Key Responsibilities

  • Manage high-volume administrative workflows related to client accounts
  • Process:
    • New account openings
    • 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 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

? 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 in growing within wealth management
  • Comfortable handling repetitive, detail-heavy tasks with accuracy

? Compensation

  • Base salary: $50,000–$75,000
  • Top candidates: up to $100,000
  • Bonus potential
  • Comprehensive benefits package

? Growth Opportunity

  • Exposure to client relationships and advisory work over time
  • Opportunity to advance into client-facing or advisory roles
  • Join a firm with strong upward momentum and internal growth paths

Emplois semblables

  • Administrative Assistant

    Calgary, AB
    Temps plein

    RBC Dominion Securities Inc.

    Candidates need strong Microsoft Office skills, excellent time management and organization, and a professional, warm approach to client service. The CIRE exam and securities industry experience are assets.

    Microsoft Office Suite

  • Administrative Assistant (6:30am-3pm)

    Edmonton, AB
    Sur placeTemps plein

    Veolia Environnement SA

    3+ ansCandidates need 3-4 years of professional experience in a manufacturing environment, plus a bachelor's degree, associate degree or equivalent experience. Strong attention to detail, computer and problem-solving skills, and composure under escalations are required. Salesforce, chemical industry and SAP experience are preferred.

    SAP, ERP system

  • Administrative Assistant

    Fort McMurray, AB

    Regional Municipality of Wood Buffalo

    3+ ansCandidates need a two-year office or business administration diploma or equivalent and three years of related office experience, including one year of data input and word processing. A keyboarding speed of 50 wpm, accurate minute-taking, and the ability to keep information confidential are required.

    Word processing software, Spreadsheet software, PCard

    Senior Administrative Assistant

    Fort McMurray, AB

    Regional Municipality of Wood Buffalo

    5+ ansCandidates need a diploma in business or office administration (or an equivalent mix of education and experience), five years of senior administrative experience, a Class 5 Alberta licence and a criminal record check. Municipal and public-sector experience is an asset.

    Excel, intranet

  • Administrative Assistant (Maternity Leave 12-14 months-Full time)

    Edmonton, AB
    HybrideTemps plein

    Daeco HR Consulting

    3+ ansCandidates need administrative experience, ideally 3+ years in finance or legal, and familiarity with Microsoft Office 365, Salesforce CRM and an advisor portal. A valid driver's licence, a reliable vehicle, and post-secondary education or equivalent experience are required.

    Microsoft Office 365, Salesforce CRM, Advisor Portal, photocopier, scanner

  • Administrative Assistant

    Edmonton, AB
    Contrat

    Aplin

    Candidates need prior experience with medico-legal, medical or legal records, plus administrative or clerical experience. They also need strong attention to detail, organization, confidentiality, Microsoft Office skills and the ability to work independently.

    Microsoft Office, Office equipment

  • Administrative Assistant III

    Grande Prairie, AB
    30,63–39,62 $/hSur placeTemps plein

    City of Grande Prairie

    2+ ansCandidates need two or more years of administrative experience, preferably in fleet or municipal settings, and strong Microsoft Office skills. Attention to detail, organization, multitasking and clear written and verbal communication are essential.

    Microsoft Office, Excel, Outlook, Teams, Oracle, UKG

  • Administrative Assistant, Supply Chain Management

    Calgary, AB +1
    24–32 $/hTemps plein

    WSP

    1+ ansWSP needs candidates with 1 to 3 years of administration, procurement or supply chain experience, ideally a supply chain diploma. They should know Oracle systems (Horizon and Unifier), PROCORE, SharePoint and advanced Microsoft Office.

    Oracle Unifier, Oracle Horizon, PROCORE, PMIS, SharePoint, Microsoft Excel

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.