Client Administration Associate

3 weeks ago


Calgary Alberta, Calgary region, Canada Vesta Wealth Partners Ltd. Full time

Vesta Wealth Partners Ltd. is a Calgary based Wealth Management firm offering a unique array of active, passive, factor-based and alternatives solutions. We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our company who will be primarily responsible for managing our clients onboarding and administrative needs.


Primary Duties:

  • Serve as the primary point of contact for clients with respect to client service on-boarding initiatives.
  • Verify that all documentation received from the client comply with regulatory and compliance standards and firm-wide policies.
  • Managing portal systems including bulk uploading client documentation and quarterly/performance reporting.
  • Day to day client cash flow management and administrative needs. Handling of escalated custodial requests.
  • Client account updates and administration internally and through our custodial accounts.
  • Updating and managing client portal systems and any additional client requests.
  • Monthly liquidity administration (journals, subscription, and redemption documents).
  • Fund administration related to subscription agreements and capital calls.
  • Updating task management boards.
  • Client filing (electronic and hard copy).
  • Recording minutes for client meetings, preparation of meeting material including meeting time setup and requests.
  • Ad hoc administrative work as may be required.


Expertise and Qualifications:

  • Bachelor’s degree (preferred)
  • Able to switch seamlessly between tasks
  • Efficient at prioritizing tasks and delivering under short lead times
  • Excellent communication skills within the team and when talking to clients and business partners
  • Able to problem solve independently and within a team environment
  • Strong organizational skills, with careful attention to detail
  • Solid technical knowledge of Windows and Microsoft operating systems. Comfort working with data and new data technology systems
  • Work well under deadline pressure and in dynamic environments
  • At least 3 years of experience in a similar environment (preferred)




  • Calgary, Alberta, T2P2B7, Calgary, Canada Vesta Wealth Partners Full time

    SUMMARY:Vesta Wealth Partners Ltd. is a Calgary based Wealth Management firm offering a unique array of active, passive, factor-based and alternatives solutions. We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our company who will be primarily responsible for managing our clients...


  • Calgary, Alberta, Calgary region, Canada Popowich Karmali Advisory Group Full time

    The Financial Associate focuses on providing Popowich Karmali Advisory Group Clients with exceptional Client Service, being the first point of contact for high net worth clients, and managing and building strong client relationships. The role also includes the creation and execution of investment strategies under the direction of the PKAG advisor team, and...


  • Calgary, Alberta, Calgary region, Canada Caron & Partners LLP Full time

    Associate Lawyer - Litigation Caron & Partners LLP is a mid-sized Calgary law firm dedicated to providing clients with quality legal services and strategic counselling for over 55 years. We offer a broad range of legal services in various practice areas.Our firm is currently seeking a motivated Associate Lawyer with at least 7 years of experience to join our...


  • Calgary, Alberta, Calgary region, Canada Cognivity Full time

    Job Title: Legal Administrative AssistantJob Type: Full time, PermanentLocation: Calgary Office, 5 days per weekAbout us:Our client, The Property Law Firm LLP, is a mid-sized real estate law firm with offices across Canada. Our commitment lies not only in providing exceptional service to our clients, but also in nurturing our greatest asset: our people. With...


  • Calgary, Alberta, Calgary region, Canada Eisan Occupational Health Full time

    IMMEDIATE OPENING: Medical Office Administrator (MOA)Monday - Friday, typically 7:30AM – 4:00PMTHE ROLE:This position provides administrative support to a busy occupational health clinic. As Eisan’s Medical Office Administrator, you are comfortable supporting physicians and/or nurses with routine clinic administration like greeting patients/clients,...


  • Calgary, Alberta, Calgary region, Canada Stikeman Elliott LLP Full time

    Stikeman Elliott LLP, one of Canada’s pre-eminent business law firms, is seeking a Banking and Financial Services Associate. As the successful candidate, you will have 2 to 5 years of experience working on general corporate or banking and financial services matters. This is an excellent opportunity to join a high performing group of lawyers.In this...


  • Calgary, Alberta, Calgary region, Canada Bri-mor Developments Full time

    Real Estate Analyst / AssociateBri-mor Developments, a leader in residential and commercial development and asset management, is seeking a dynamic and experienced Real Estate Analyst to join our growing team. For over 30 years, Bri-mor has been committed to establishing long-term relationships with our partners and community. This continued investment in our...


  • Calgary, Alberta, Calgary region, Canada Airswift Full time

    Airswift is seeking a Procurement Administrator Junior to work for a major Oil & Gas client in Calgary, AB. This is a contract role until June 2025.Description:Reporting to the Procurement Service Centre – Team Lead, the position incumbent will provide purchase requisition, PO Lifecycle Management, purchase order life cycle management and supplier support...


  • Calgary, Alberta, Calgary region, Canada Airswift Full time

    Airswift is seeking an SCM Enrollment Administrator to work with one of our clients in the oil and gas industry in Calgary, AB, on a 12-month contract.Reporting to the SCM Manager of Master Data & Enrollment, the successful candidate will be responsible for supporting supplier enrollment within the Supply Chain Service Center (SSC) to ensure suppliers meet...


  • Lloydminster, Alberta, T9V, Camrose region, Canada RONA Full time

    Administrative Support Associate Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for...

  • Associate Lawyer

    5 days ago


    Calgary, Alberta, Calgary region, Canada Caron & Partners LLP Full time

    Caron & Partners LLP is a mid-sized Calgary law firm, dedicated to providing clients with quality legal services and strategic counselling for over 50 years. We provide a broad range of legal services in a variety of practice areas.Our firm is currently seeking an experienced Litigation Lawyer to join our team. A successful candidate should strive to meet...


  • Calgary, Alberta, Calgary region, Canada Airswift Full time

    Airswift is seeking a Senior Mineral Land Data Analyst to work with one of our clients in the oil and gas industry in Calgary, AB on a 1-year contract.Responsibilities• Provides mineral land support to Contracts Analysts and Land Negotiators.• Crown Land Sales – co-ordinate posting lands with Negotiator and completing sales when required• Accountable...


  • Calgary, Alberta, Calgary region, Canada Petroplan Full time

    Job Description Details Job Title: SCM Enrollment Administrator Worker Type :Contractor Location: Calgary Work Schedule 40 hrs/week (8hrs/day, 5 days/week) Department: Supply Chain Management - Service Center Reporting Structure Individual Contributor reporting to Manager of Master Data & EnrollmentOverall Job Summary Reporting to the SCM Manager of Master...


  • Calgary, Alberta, Calgary region, Canada Quanta Canada Renewables Full time

    Quanta Services, Inc. (NYSE: PWR | Fortune: 244) is the largest specialty contractor with the most highly trained and skilled workforce in North America - providing fully integrated infrastructure solutions for the electric power, underground utility, renewable energy, industrial and telecommunications industries. Every moment of every day, people all over...


  • Calgary, Alberta, Calgary region, Canada ATB Financial Full time

    Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth...


  • Calgary, Alberta, Calgary region, Canada Arch Staffing & Consulting Full time

    You Are:A highly collaborative and creative interior designer, driven by passion for innovation and excellence. You can lead a team of individuals in new and innovative ways. You understand the big picture and are focused on the details. You bring a unique blend of creativity and technical skills to the design process, seeking new ways to push boundaries and...

  • SCM Contract

    3 weeks ago


    Calgary, Alberta, Calgary region, Canada Airswift Full time

    Airswift is seeking a SCM Contract & Sourcing Specialist – Capital Projects to work with one of our clients in the oil and gas industry in Calgary AB on a 12-month contract.Basic Purpose/AccountabilitiesThe SCM Contract & Sourcing Specialist is an integral role elevating our requirement for commercial expertise with external suppliers and contractors and...


  • Calgary, Alberta, Calgary region, Canada Shoppers Drug Mart Full time

    Shoppers Drug Mart is looking for pharmacists who are passionate about patient care and making a difference. As a member of our team, you'll work in a dynamic environment alongside a group of like-minded professionals who share your commitment to patient care. We are excited to announce that this location recently opened a Pharmacy Care Clinic.Location:...

  • Project Manager

    3 weeks ago


    Calgary, Alberta, Calgary region, Canada Quanta Canada Renewables Full time

    Quanta Services, Inc. (NYSE: PWR | Fortune: 244) is the largest specialty contractor with the most highly trained and skilled workforce in North America - providing fully integrated infrastructure solutions for the electric power, underground utility, renewable energy, industrial and telecommunications industries. Every moment of every day, people all over...

  • Clinical Pharmacist

    5 days ago


    Calgary, Alberta, Calgary region, Canada Shoppers Drug Mart Full time

    Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.Location: Marlborough, NE - Calgary, ABWhy is this role important?Shoppers Drug Mart is looking for pharmacists who are passionate about patient care and making a difference. As a member...