28 May 2026

Investment Administrator

Calgary, AB

Permanent Investment Admin role open now in SW Calgary!
Agilus by Synergie is recruiting for an Investment Administrator in the dealer investment space in Calgary, Alberta.
We're working with our client to hire an Investment Administrator for their wealth management team. We're looking for a detail-oriented financial administrator who understands investments and thrives in processing-heavy, accuracy-driven work.
Responsibilities:

Prepare and process trades and investment paperwork, ensuring documentation is complete and compliant
Own assigned client files end-to-end, looking for missing info or errors
Support Advisors with scheduling, meeting prep, and administration of files
Joining internal meetings and taking minutes
Updating and maintaining the CRM
Ensure high standards of customer service are provided to clients
Manage and organize all tax-related documents and filing systems

Requirements:

2+ years of experience working as an administrator in a wealth management or investment firm
Completed post-secondary in finance or administration
Intermediate user of Excel; comfortable with pivot tables, formulas, and charts
Basic understanding of mutual funds, trade lifecycles, and investment terminology
CRM experience like Salesforce
CSC or CFP certification would be a nice-to-have but not a requirement

What's in it for you:

50K - 65K annually
Vacation, benefits, sick days/flex days
Location: SW Calgary
Monday to Friday, full time in-office

Soft skills:

Outstanding attention to detail; great at proofreading and finding mistakes
Excellent communication skills; able to speak professionally to clients and advisors, familiar with investment lingo
Able to work independently with minimal supervision
A natural problem-solver

This posting is for an active opening.

Interested?
Please apply directly online

Agilus by Synergie would like to thank all candidates for their interest in this opportunity. Due to the volume of resumes we receive; we may only be able to respond directly to those candidates being selected for an interview.
We encourage you to visit agilus.ca regularly or subscribe to our email alerts at agilus.ca/Account/Register as new exciting employment opportunities become available daily.

Job Code 155189

We value a diverse workplace.

Agilus by Synergie is committed to employ people from diverse backgrounds and we actively demonstrate inclusiveness through fair, equitable and accessible hiring practices. We recognize the strength that comes from different experiences, backgrounds and perspectives and welcome candidates who identify as visible minorities, Indigenous people, persons with disabilities, and persons within the LGBTQ+ community. We feel it is important as an organization that all people have access and opportunity to be employed, to be valued and to be respected.

Our recruiting process is human-centric and supported by AI. Our AI assistant may reach out to applicants for a prescreen. All results will be reviewed and evaluated by our Canadian based, human recruiting team.

Accommodations for job applicants with disabilities will be provided upon request during the recruitment, assessment, selection and placement process. Alternative format available on Request.