Job Title

Location: Calgary, AB Term: Contract to Hire. 6 months. Type: On-site. Calgary. Rate: Hourly Day to Day Insight Global is looking for a Financial Administrative Associate to join a major Wealth Management client. The day typically begins with reviewing debit and credit transaction reports to ensure all client account activity is accurate. The role involves frequent client interaction, including responding to calls and emails, booking meetings, preparing agendas, and supporting account openings. Responsibilities include transferring funds between accounts, executing trades accurately, and ensuring timely settlement, with all activity documented in Dynamics 365. The associate manages account documentation, follows up on client signatures, coordinates with the back office on service requests, and ensures all accounts remain up to date. Additional duties include issuing monthly statements, reconciling commissions, calculating interest, depositing client cheques, resolving issues proactively, and preparing monthly reports for the team. Must Haves: Strong attention to detail with the ability to manage administrative tasks accurately Experience using a CRM system to document client interactions and account activity Proficiency with calendar management, including scheduling meetings and coordinating availability Ability to set up and manage virtual meetings, including Zoom invites Proven ability to book appointments, manage competing priorities, and multitask effectively Experience processing account openings and managing associated documentation Strong meeting preparation skills, including organizing materials and tracking followups General understanding of working in a financial services environment, with the ability to selflearn industry concepts and terminology Comfortable completing training modules independently to build rolespecific knowledge (including DataPhile training as required) Wellsuited for an operational, nontrading support role focused on administrative and client service responsibilities