Entry-Level | Part-Time & Full-Time | In-Office (hybrid)
Keystone Wealth Management is a fast-growing financial advisory firm serving families and business owners across southwestern Manitoba and beyond. We’re building something rare: a high-performance firm that stays human, flexible, and family-first.
We’re hiring an Administrative Associate to become a core pillar of our operation.This is an entry-level role for someone who wants a career, not just a job. You might grow into:
What You’ll Do - From day one, you’ll be trusted with real responsibility:
- Client onboarding and document preparation
- CRM management (HubSpot) – tracking, organizing, improving systems
- Front-of-house reception: phones, greetings, first impressions
- Day-to-day client administration
- Supporting advisors and operations with accuracy and professionalism
- You’ll be the connective tissue of the firm.
Who Thrives Here - This role is perfect for someone who is:
- Ambitious and growth-oriented
- Systems-minded and detail-driven
- Comfortable in a fast-paced environment
- Calm, professional, and people-friendly
- Energized by building something that’s still evolving
Our systems will change. If that excites you instead of scaring you—you’ll love it here.
What We Offer - Our advantage over the banks and big firms? You get real responsibility, real growth, and real flexibility— Even if life eventually pulls you elsewhere, this role can travel with you. If you’re looking for a place to build something meaningful—and build yourself along the way—we’d love to meet you.
- Long-term career growth in a scaling firm
- Flexible work environment when life requires it
- Group benefits package
- All industry education paid for
- Semi-formal dress code, professional work environment
- A team that is high-performance and family-first
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ABOUT EMPLOYER
Keystone Wealth Management - I
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Posted 2 hours ago
Expires in 30 days (Thursday, April 16)