Join Wellington-Altus in Parksville as an Administrative Associate focused on client service. Support the team through administration and business development activities.
In this role, you will report to the Lead Advisors at Wellington-Altus Financial Inc., contributing to client relationship management and ensuring all administrative tasks are performed efficiently. You'll be the face of the team, engaging with clients and supporting advisor-led initiatives while maintaining accurate client records and communication.
Key Responsibilities:
• Handle client inquiries professionally and courteously
• Assist with documentation and account maintenance
• Liaise between clients and advisors regularly
• Prepare necessary materials to support business growth
• Maintain organized client records within CRM systems
Requirements:
• Minimum 3 years of client-facing experience
• Background in financial services is an asset
• Proficient in MSOffice applications
• Excellent interpersonal and communication abilities
• Solid organizational skills with attention to detail
Leverage your client interaction strengths and join Wellington-Altus as an essential part of their team.
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📌 Administrative Associate for Wellington-Altus (Parksville)
🏢 Wellington-Altus Private Wealth
📍 Parksville