Become a vital part of Wellington-Altus's Parksville team as an Administrative Associate. Excel in client relations and support advisor functions daily. Wellington-Altus Financial Inc. is looking for a dedicated Administrative Associate who thrives in a customer service setting. You will play a critical role in managing client interactions, aiding advisors with administrative tasks, and fostering business development. Your organizational skills and attention to detail will ensure smooth operations. Key Responsibilities:
Be the first contact for clients via phone, email, and in person
Assist in client onboarding and document management
Facilitate regular communication with clients through follow-ups
Prepare and organize materials for advisors
Ensure all client records are maintained accurately Requirements:
At least 3 years in a customer-facing role
Experience in financial services is preferable
Robust knowledge of MSOffice tools
Excellent verbal and written communication skills
Ability to adapt in a rapid-paced workplace Utilize your client service skills and administrative expertise to impact Wellington-Altus positively. #J-18808-Ljbffr

📌 Parksville Administrative Associate Position
🏢 Wellington-Altus Private Wealth
📍 Parksville