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 setting

Utilize your client service skills and administrative expertise to impact Wellington-Altus positively. #J-18808-Ljbffr

📌 Parksville Administrative Associate Position (Winnipeg)
🏢 Wellington-Altus Private Wealth
📍 Winnipeg