Step into an administrative associate role with Wellington-Altus in Parksville. Your responsibilities will include client engagement and supporting advisors with essential business tasks.
Wellington-Altus Financial Inc. is seeking an experienced Administrative Associate to join its Parksville office. In this position, you will manage client interactions, support advisor tasks, and assist with various administrative duties. This is a dynamic prospect that emphasizes communication, attention to detail, and the ability to thrive in a busy environment.
Key Responsibilities:
• Serve as the first point of contact for clients
• Support client onboarding and ongoing account maintenance
• Maintain regular communication with clients during their journey




• Prepare documents and materials for business development
• Coordinate schedules and follow-up appointments for advisors
Requirements:
• Over 3 years in a customer service role
• Financial services experience preferred
• Proficiency in MSOffice suite
• Strong communication and problem-solving skills
• Reliable and adaptable in changing environments
Bring your administrative skills and client service experience to contribute significantly to Wellington-Altus's esteemed team.
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📌 Client-Facing Administrative Associate Role (Parksville)
🏢 Wellington-Altus Private Wealth
📍 Parksville