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 • Robust organizational and detail-oriented skills

Utilize your skills with technology and client interaction at Wellington-Altus, ensuring success in the wealth management sector. #J-18808-Ljbffr

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