Support Wellington-Altus Financial as an Administrative Associate in Calgary, providing vital operational assistance to the advisory team. Ensure exceptional client service through document management and coordination.
As an Administrative Associate, you will report to the Lead Advisor, delivering critical administrative support within the financial services sector. This role is key to managing client accounts, maintaining documentation compliance, and preparing meeting materials. You will contribute to a seamless client experience through accuracy and effective communication.
Key Responsibilities:
• Process account openings and client transactions efficiently
• Prepare and submit client documentation for compliance
• Maintain accurate records and update CRM systems timely




• Coordinate outstanding documentation and client requests
• Support marketing efforts by scheduling content
Requirements:
• 2 to 4 years in an administrative or client support role
• Solid proficiency in Microsoft Office applications
• Experience with CRM systems and accurate record-keeping
• Attention to detail and exceptional organizational skills
• Ability to handle sensitive information confidentially
Deliver comprehensive administrative support and enhance client experiences with Wellington-Altus Financial in Calgary.
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📌 Administrative Associate in Calgary Office
🏢 Wellington-Altus Private Wealth
📍 Calgary