Elevate your career with Wellington-Altus as an Administrative Associate in their Wellington office. Support client relationships and enhance team efficiency through various administrative tasks and operations.
Wellington-Altus Financial Inc. is seeking an Administrative Associate to assist the Investment Advisor and team members in their client service and operational activities. In this role, you will manage client inquiries, maintain records, and fulfill account requirements efficiently. Your contributions will enhance the overall productivity and success of the team.
Key Responsibilities:
• Assist professionals with client relationship management
• Serve as a liaison for client communications




• Prepare reports and account management documentation
• Support Advisors in meeting preparations
• Maintain compliance documentation and client files
Requirements:
• College diploma or degree in business or related field
• 1-3 years in customer service roles
• Proficiency in MS Office and digital marketing tools
• Solid organizational and interpersonal skills
• Flexibility in managing multiple priorities
Become a vital resource in delivering extraordinary client service at Wellington-Altus.
#J-18808-Ljbffr

📌 Administrative Associate in Wellington-Altus (Winnipeg)
🏢 Wellington-Altus
📍 Winnipeg