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Posted 7 months ago

Administrative Assistant

@ Staffing In Motion

View all jobs Website

Alberta

Full-time1+ years experience
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SIGNALS

Overview

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.

Responsibilities:

  • 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

Requirements summary:

  • 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

Tools & skills

DocumentationRegulatory complianceAdministrative supportAttention to detailOrganizational skills
Source and dates

Source type not verified · zoho

Employer posting date
2026-04-06
First seen by our source
2026-10-09
Source record updated
2026-10-10

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentAdministrative
Experience1+ years
Hours per week40 (estimated)
Scheduleday
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
Perks mentionedPerformance bonus

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Staffing In Motion

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

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

Full company description

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.

LinkedIn followers
722
People associated on LinkedIn
6
Reported office locations
  • Mississauga, Ontario L5A 3X5, CA
Other recorded names
  • Staffing In Motion
Specialties
  • Finance
  • Accounting
  • Sales
  • Wealth Management
  • Banking
  • and Capital Markets
Profile identifies a recruitment agency
Yes
View all jobs Website

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.

FieldValue
IndustryStaffing and Recruiting
Company size2-10 employees
HeadquartersMississauga, Ontario
Organization typePrivately Held
Year founded2021
SpecialtiesFinanceAccountingSalesWealth ManagementBankingand Capital Markets
Open jobs on Jobsy6
LinkedInView page
Job 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

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