Elevate your administrative career as an Administrative Associate at Wellington-Altus in the 201 Portage office, Ottawa. Support client relations and operations to ensure the team's efficiency and success.
In this dynamic role, you will report to the Investment Advisor and carry out various administrative and operational projects. You'll act as a resource for Associates and Advisors, tackling client inquiries, scheduling appointments, and maintaining records. Your contribution will allow the team to focus on delivering exceptional service to high-net-worth clients.
Key Responsibilities:
• Assist licensed professionals with client relationship management
• Prepare Advisors for meetings, handling documentation
• Maintain client files,



ensuring compliance with regulations
• Respond to client inquiries and service requests promptly
• Provide administrative support including report generation
Requirements:
• 1 to 3 years in customer-oriented role
• Relevant diploma or degree in business or finance
• Proficient with MS Office suite
• Experience in wealth management is a plus
• Robust communication and organizational skills
Showcase your exceptional administrative abilities while supporting client success at Wellington-Altus.
#J-18808-Ljbffr

📌 Administrative Associate at Wellington-Altus (Winnipeg)
🏢 Wellington-Altus Private Wealth
📍 Winnipeg