Wellington-Altus is looking for an Administrative Associate in Calgary to support the advisory team with operational tasks and client service delivery. You will ensure accurate account management and documentation processes.
In this pivotal role, you will report directly to the Lead Advisor while maintaining productive operations for the wealth management team. Your responsibilities will include processing client transactions, preparing documentation, and maintaining CRM systems. You will play a crucial role in fostering exceptional client experiences through organization and attention to detail.
Key Responsibilities:
• Process account openings and client transactions accurately
• Prepare and review client documentation for compliance
• Maintain timely updates in CRM systems




• Track outstanding documentation and client requests
• Support marketing efforts through content scheduling
Requirements:
• Post-secondary education in business or related field preferred
• 2 to 4 years in administrative or client support roles
• Proficiency in Microsoft Office and CRM systems
• Robust attention to detail and organizational skills
• Ability to manage priorities in a fast-paced workplace
Deliver exceptional client service and operational support as an Administrative Associate at Wellington-Altus in Calgary.
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📌 Administrative Associate In Calgary
🏢 Wellington-Altus
📍 Calgary