About Vesta Wealth Partners

Vesta Wealth Partners Ltd. is a Calgary-based firm offering a unique array of active, passive, factor-based, and alternative investment solutions. Our team is trusted for its integrity, discretion, and commitment to delivering exceptional service and results. As a growing organization, Vesta offers a professional, entrepreneurial environment where team members have the opportunity to contribute meaningfully and grow alongside the business.

The Bilingual Onboarding Associate plays a key role in supporting the onboarding and ongoing servicing of clients in both French and English. This role works across multiple internal teams and custodians to ensure a seamless client experience, with an emphasis on accuracy, responsiveness, and regulatory compliance. The successful candidate will bring strong organizational skills and a passion for process improvement in a high-paced, multi-stakeholder environment.

Location:  Calgary, AB

Work Model: Remote

Reports to:  Operations Manager

Position Type:  Full-time Contract

Key Responsibilities

• Act as a primary point of contact for French and English-speaking clients during onboarding and servicing
• Verify incoming client documentation for accuracy and compliance with regulatory standards
• Process client account updates via custodian platforms
• Coordinate with the Investments team to manage and administer cash flow requirements
• Post accurate and timely cash journal entries across multiple custodians
• Set up EFTs and wire transfers, ensuring completeness and follow-through
• Initiate account transfers and proactively track progress with custodians
• Prepare and distribute client tax packages and upload tax slips to investor portals
• Support quarterly and annual investment reporting, including preparation and portal uploads
• Enter and review billing details with accuracy
• Collaborate with the Operations team and web developers to identify opportunities for automation
• Support ad hoc administrative and data analysis tasks as required

Experience and Qualifications

• Bilingual in French and English (written and spoken) required
• Bachelor’s degree and relevant experience in financial services or operations
• High attention to detail and ability to manage multiple priorities under tight deadlines
• Strong communication and organizational skills
• Ability to work both independently and collaboratively in a fast-paced environment
• Proficient with Microsoft Office and comfortable with large datasets and new technologies
• Eager to learn and grow within the financial services industry