- Banking duties (EFT, wires, resolution of payment issues with financial institutions, Interfund cash and position transfers)
- Journal entry and other trade related administrative tasks
- Processing client account updates and related tasks
- Registered income account updates
- Registered accounts Processing (includes RESP, RDSP etc.)
- Processing and following up on internal and external asset transfers
- RESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP Breakdown
- Unlocking of locked‑in accounts (LIRA, LRSP, LIF etc.)
- Cheque withdrawal booking
- Pending Close/Freeze account and balances write‑offs
- Previous experience in the Mutual Fund industry and/or customer service role is preferred
- Post‑secondary education
- Knowledge of Back Office functions
- Ability to prioritize effectively and work efficiently and independently to meet daily deadlines
- Detail‑oriented, extremely self‑motivated and dedicated, and a good team player
- Fluency in English (verbal and written)
- Excellent communication and interpersonal skills
- Proficiency with MS Office applications
- Ability to thrive in a growing/dynamic environment
- Canadian Securities Course, IFIC, PFP and other industry courses would be an asset
- Comfort in using and learning new software systems
- Competitive compensation
- Recognition of your accomplishments
- Communication and feedback
- Investment in your training and development
- Commitment to your health and well‑being
- Culture of inclusion, diversity, and positivity
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We are seeking an Accounting Administrator to join our Calgary team in a full-time capacity. · Full-cycle A/R including managing A/R inbox, issuing invoices/statements, posting payments, and reconciling A/R accounts. · Maintain customer records and resolve account discrepancies. ...
Calgary Full time5 days ago
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The company is seeking an Accounting Administrator to support their Calgary office for a one-year Maternity Coverage. · ...
Calgary Freelance3 days ago
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+Job summary · +Our client is seeking an Accounting Administrator to join their Calgary NE team for a permanent role. · +Responsibilities · +Accounts Payable:Create and send invoices and statements; track payments and follow up on outstanding accounts. · , · +Accounts Receivable: ...
Calgary Full time6 days ago
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We are seeking a detail-oriented Account Administrator to join our Calgary office. · ...
Calgary, Alberta2 weeks ago
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We are seeking a detail-oriented Account Administrator to join our Calgary office. This role involves providing full back-office administrative support to a dedicated Advisor. · ...
Calgary2 weeks ago
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Provide full back office administrative support to Advisors. · ...
Calgary, Alberta1 month ago
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We're looking for people who are continuously growing – from Good to Great, from Great to Elite. As an Account Administrator, you will prepare submissions for marketing purposes, negotiate terms & conditions with underwriters as applicable. · We're looking for YOU . You are passi ...
Calgary, AB TP N1 month ago
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The role requires a full back office administrative support to Advisors. · Maintain a high level of service standards and productivity · Self motivated and client serviced driven · ...
Calgary $55,000 - $60,000 (CAD)1 month ago
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At Air Liquide Home Healthcare Canada, we believe in patient-centered care and innovation. We partner closely with the healthcare community to deliver an exceptional patient experience that supports health, wellness and collaborative medicine. · Collections · Reconciliation of cu ...
Calgary, Alberta1 week ago
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Temporary Accounts Payable Administrator role within our Accounting Department. · Resolve invoice exceptionsSet up/update new vendorsManage EFT vendor set-ups/updatesInitiate payment runs/li> ...
Calgary, Alberta1 month ago
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The Accounts Payable Administrator will be responsible for providing accounts payable administrative services to ensure effective, efficient and accurate AP operations, · while maintaining and representing the integrity of the company and its processes. · Conduct data entry of in ...
Calgary, Alberta1 month ago
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The Accounts Receivable (AR) Collections Administrator is responsible for maintaining accounts receivable collections at 85% current or above. · Strong verbal and written communication skills with the ability to build positive customer relationships. · Proficiency in Microsoft Of ...
Calgary, Alberta3 weeks ago
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This role offers a front-row seat to the mortgage industry. · Bridging the gap: You take ownership of the file from closing table to active portfolio. · Executing custom requests: process account changes - payment frequency updates, privilege payments and bank information. · ...
Calgary, AB1 month ago
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Pacific Western Transportation (PWT) is looking for an energetic individual to fill a temporary Accounts Payable Administrator role within our Accounting Department. · ...
Calgary1 month ago
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Pacific Western Transportation (PWT) is looking for an energetic individual to fill a temporary Accounts Payable Administrator role within our Accounting Department. · ...
Calgary3 weeks ago
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We believe in patient-centered care and innovation. We're on a mission to help transform healthcare for the better. From advancing and digitizing our tools, products, and systems, to forging meaningful relationships with our patients. · High School DiplomaGood computer literacy w ...
Calgary1 week ago
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Join the MasTec Purnell Canada Team. We are a leading contractor in Western Canada. · We offer salaries and wages competitive for the construction industry. · ...
Calgary1 month ago
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Air Liquide Home Healthcare Canada is a leading provider of sleep apnea tests, treatments, and home oxygen services. · We partner closely with the healthcare community to deliver an exceptional patient experience that supports health, wellness, and collaborative medicine. · Prior ...
Calgary Full time1 week ago
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Looking to build a career in finance? This role offers a front-row seat to the mortgage industry. · ...
Calgary1 month ago
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Join Onward: Transforming Lives through Affordable Housing and Community Engagement. At Onward, we stand for more than just housing; we represent affordability, community, and the fostering of personal growth. · Process tenant and client payments · Maintain strong relationships w ...
Calgary, AB TG A1 month ago
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Support accounts payable and accounts receivable functions while handling administrative responsibilities. · ...
Calgary, AB TJ X3 weeks ago
Account Administrator - Calgary - Aligned Capital Partners Inc.
Description
Aligned Capital Partners Inc. (ACPI) is a fast‑growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full‑time Account Administrator to be part of our Client Experience team in Calgary, Alberta.
In this role, the successful candidate will support our dedicated teams within the back‑office, banking, and account administration functions. The candidate will support our Client Experience team and by extension individual branch ACPI Branch Offices. The Client Experience Team is the 'go to' for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast‑paced environment and ensures work is completed in a timely fashion. This is an entry‑level role that is primarily non‑client facing with ample room for career growth.
What You Will Do
What You Will Bring
What We Offer
We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905‑639‑5115.
Seniority level
Entry level
Employment type
Full‑time
Job function
Customer Service
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Only for registered members Calgary, AB
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Accounts Payable Administrator
Only for registered members Calgary
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Accounts Payable Administrator
Only for registered members Calgary
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Accounts Receivable Administrator
Only for registered members Calgary
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Accounts Payable Administrator
Only for registered members Calgary
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Accounts Receivable Administrator
Full time Only for registered members Calgary
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Loan Account Administrator
Only for registered members Calgary
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Accounts Receivable Administrator
Only for registered members Calgary, AB TG A
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Accounting Administrator
Only for registered members Calgary, AB TJ X