Join the Wellington-Altus team as an Administrative Associate focused on enhancing client relationships and operational efficiency in the 201 Portage office. Be a key support resource for Advisors and Associates.
Reporting directly to the Investment Advisor, this position emphasizes client service and administrative tasks to optimize team operations. You will manage client records, respond to inquiries, and help prepare documentation for meetings. This role is crucial in maintaining the high standards of client service expected by Wellington-Altus.
Key Responsibilities:
• Provide timely support to Advisors and Associates
• Coordinate client appointments and interactions
• Prepare daily and meeting-related administrative reports




• Manage client documentation and compliance materials
• Serve as a communication bridge between clients and Advisors
Requirements:
• 1 to 3 years in a client service setting
• College diploma or degree in relevant field
• MS Office proficiency and marketing tool familiarity
• Robust interpersonal and problem-solving skills
• High attention to detail and confidentiality
Embrace this chance to contribute to exceptional client service while growing in a leading financial firm.
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📌 Client-Focused Administrative Associate Role (Winnipeg)
🏢 Wellington-Altus Private Wealth
📍 Winnipeg