Administrative Associate- Wealth Management

Administrative Associate – Wealth Management

Calgary, AB

Our client, a growing wealth management practice in Calgary, is seeking an experienced Administrative Associate to join their team.

This role is ideal for a highly organized professional who enjoys supporting advisors, managing client administration, and helping deliver an exceptional client experience. You'll play a key role in the day-to-day operations of the practice, ensuring clients receive timely, professional, and accurate service.

Key Responsibilities

Wealth Management Administration

• Prepare client meeting packages and supporting documentation
• Process financial transactions and maintain accurate records
• Monitor and follow up on trades to ensure timely completion

CRM Management

• Maintain accurate client information within the CRM system
• Manage workflows and automated processes
• Identify opportunities to improve d...