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. #J-18808-Ljbffr

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