Job Description

About WealthCo

At WealthCo, we are committed to delivering innovative financial solutions and exceptional client service. Our culture values collaboration, integrity, and continuous growth -- creating an environment where every team member has the opportunity to learn, contribute, and make an impact.

The Opportunity

We are seeking a

detail-oriented and technically savvy Investment Operations Assistant

to join our team on a

six-month term

. This role is ideal for an early-career professional looking to gain valuable experience in financial services. You will work alongside our Investment Operations team, contributing to data accuracy, system support, and client communications -- all while developing practical skills in investment operations.

Key Responsibilities

Accurately enter and update client and investment data across multiple systems. Perform data quality checks and support audit readiness. Provide day-to-day system and process support. Assist in preparing and sending client communications, with timely follow-up. Collaborate with colleagues to support daily operations and special projects. Maintain professionalism, confidentiality, and accuracy in all work.

What You Bring

Currently working toward a degree or diploma in business, finance, economics, or a related field (asset). Previous customer service experience, demonstrating professionalism and strong communication skills. Strong technical aptitude and ability to learn new systems quickly. Proven attention to detail with accurate and efficient data entry skills. Effective time management and organizational skills, with the ability to balance multiple priorities. Strong interpersonal skills and a team-focused approach. Experience in office, data entry, or administrative support is an asset.

What We Offer

A six-month, paid opportunity to build professional skills in financial services. Exposure to investment operations and client service within a supportive environment. Mentorship from an experienced, collaborative team. An opportunity to make a meaningful contribution while gaining valuable hands-on experience.
Job Type: Fixed term contract
Contract length: 6 months

Pay: $20.00-$22.00 per hour

Expected hours: 40 per week

Ability to commute/relocate:

Calgary, AB T2C 3E7: reliably commute or plan to relocate before starting work (preferred)
Education:

Secondary School (preferred)
Experience:

client/customer service: 2 years (preferred)
Work Location: In person