Become a vital part of Wellington-Altus's Parksville team as an Administrative Associate. Excel in client relations and support advisor functions daily.

Wellington-Altus Financial Inc. is looking for a dedicated Administrative Associate who thrives in a customer service environment. You will play a critical role in managing client interactions, aiding advisors with administrative tasks, and fostering business development. Your organizational skills and attention to detail will ensure smooth operations.

Key Responsibilities:
• Be the first contact for clients via phone, email, and in person
• Assist in client onboarding and document management
• Facilitate regular communication with clients through follow-ups
• Prepare and organize materials for advisors
• Ensure all client records are maintained accurately

Requirements:
• At least 3 years in a customer-facing role
• Experience in financial services is preferable
• Strong knowledge of MSOffice tools
• Excellent verbal and written communication skills
• Ability to adapt in a fast-paced workplace

Utilize your client service skills and administrative expertise to impact Wellington-Altus positively.
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📌 Parksville Administrative Associate Position (British Columbia)
🏢 Wellington-Altus Private Wealth
📍 British Columbia