Elevate your career with Wellington-Altus as an Associate in Calgary, Alberta. Support high-net-worth clients and enhance operational workflows while leveraging technology.
Wellington-Altus is seeking an Associate to work with the Trivest Wealth Counsel team. This role focuses on account administration, client onboarding, and operational efficiency. As part of a high-performing team, you will ensure accuracy and organization while utilizing data analysis and automation tools for improved reporting.
Key Responsibilities:
• Prepare accurate reports and spreadsheets for operations
• Manage account openings and client service requests
• Maintain CRM data with high attention to detail
• Support Portfolio Managers in portfolio administration




• Conduct research on market and investment products
Requirements:
• Post-secondary education in finance or related field
• 2-4 years’ financial services experience
• Solid proficiency in Microsoft Office applications
• Familiarity with AI tools and process improvement
• Detail-oriented with a strong organizational mindset
Bring your client service skills and tech-savvy experience to Wellington-Altus and support excellence in wealth management.
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📌 Associate Position at Wellington-Altus (Calgary)
🏢 Wellington-Altus Private Wealth
📍 Calgary