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 innovative 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
- Solid organizational and detail-oriented skills Utilize your skills with technology and client interaction at Wellington-Altus, ensuring success in the wealth management sector.

📌 Wellington-Altus Associate Role (Calgary)
🏢 Wellington-Altus Private Wealth
📍 Calgary