Client Support Administrative Associate (Saskatoon)

Client Support Administrative Associate (Saskatoon)

31 Jul
|
Wellington-Altus
|
Saskatoon

31 Jul

Wellington-Altus

Saskatoon

Join Wellington-Altus in Saskatoon as a Client Support Administrative Associate, where you'll play a pivotal role in enhancing client experiences through effective administration and operational support.
In this position, you will assist advisor teams directly, ensuring smooth operations and accurate account management. Ideal candidates have 2-4 years' experience in administrative support, particularly in financial services. Your responsibilities will involve document processing, record maintenance, and marketing coordination.
Key Responsibilities:
• Process account transactions quickly and accurately
• Ensure compliance in client documentation preparation
• Coordinate and track client requests and action items




• Prepare meeting materials and assist with communications
• Support marketing activities in line with firm guidelines
Requirements:
• Post-secondary education in business or finance preferred
• 2-4 years in administrative roles, ideally in finance
• Familiarity with CRM systems and Office applications
• Solid organizational skills to manage multiple tasks
• Excellent attention to detail and communication skills
Support advisor teams while ensuring exceptional client service at Wellington-Altus in Saskatoon.
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📌 Client Support Administrative Associate (Saskatoon)
🏢 Wellington-Altus
📍 Saskatoon

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