Wealth Administrator

Our Calgary client is seeking a proactive, highly organized Wealth Administrator to support a small, fast-paced team. This all-round role offers ownership, variety, and responsibility, ideal for a self-motivated go-getter who thrives on multitasking, collaboration, and delivering results with precision.

Your Success Will Be Defined By Your Ability To

• Open new client accounts and manage account transfers, ensuring all documentation is accurate, complete, and compliant with regulatory requirements
• Execute “on behalf of” trading transactions in accordance with client instructions, internal controls, and compliance standards
• Process and monitor AWDs, PACs, SWPs, and SIPs, ensuring timely and accurate setup, changes, and execution
• Track transfers and transactions end-to-end, proactively following up to resolve delays or discrepancies
• Maintain accurate and up-to-date records for new accounts and all ongoing a...