Join the Trivest Wealth Counsel team at Wellington-Altus as an Associate in Calgary. Focus on enhancing operational processes and supporting high-net-worth clients through cutting-edge solutions.

This Associate position involves managing operational workflows and facilitating client onboarding for Wellington-Altus. You will collaborate closely with Senior Portfolio Managers to ensure high standards in client-related activities. Leveraging technology like Microsoft Copilot, you will streamline workflows and boost efficiency across the practice.

Key Responsibilities:
• Prepare tracking tools and business operation reports
• Coordinate client account maintenance and documentation
• Maintain accurate operational records and CRM data




• Assist with portfolio administration and reporting tasks
• Conduct market research and assist with marketing projects

Requirements:
• Relevant post-secondary education in finance or business
• 2-4 years of relevant industry experience
• Expertise in Microsoft Office, especially Excel
• Experience with AI and automation tools
• Strong organizational and detail-oriented skills

Utilize your skills with technology and client interaction at Wellington-Altus, ensuring success in the wealth management sector.
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📌 Wellington-Altus Associate Role (Alberta)
🏢 Wellington-Altus Private Wealth
📍 Alberta