Client-Facing Administrative Associate (Finance) (Parksville)

Client-Facing Administrative Associate (Finance) (Parksville)

19 Aug
|
Wellington-Altus
|
Parksville

19 Aug

Wellington-Altus

Parksville

Wellington-Altus Financial Inc. in Parksville is seeking an Administrative Associate to support the team with client-facing and administrative duties.

Reporting to the Lead Advisors, you will handle inquiries, schedule appointments, prepare materials, and maintain accurate client records in the CRM. You’ll contribute to client onboarding, documentation, and daily account maintenance while upholding compliance and service standards.

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📌 Client-Facing Administrative Associate (Finance) (Parksville)
🏢 Wellington-Altus
📍 Parksville

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