Client Service Data Administrator

Kinsted Wealth is a mid‑sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.

Position Overview

The Client Service Data Administrator plays a critical dual role in supporting both data integrity and client service excellence at Kinsted Wealth. In this position, you will own and maintain internal databases, CRM systems, and reporting tools, ensuring data accuracy, consistency, and integrity across ...