Advance your career as an Associate at Wellington-Altus in Calgary, Alberta. Contribute to client service excellence while managing account administration and operational tasks.

The Associate role at Wellington-Altus is designed for those looking to grow in financial services within a client-centric environment. You'll help coordinate account activities, enhance operational workflows, and work alongside experienced Portfolio Managers. Your focus will be on ensuring accuracy and leveraging technology for improved performance.

Key Responsibilities:



• Develop and manage operational tracking tools • Oversee account maintenance and ensure accurate documentation • Provide support for portfolio reporting and analyses • Conduct investment product and market research • Collaborate on marketing and practice management

Requirements: • Educational background in finance, business, or a related field • 2-4 years’ experience in client service or financial operations • Advanced Microsoft Excel skills required • Familiar with AI tools for process improvement • Highly organized with robust attention to detail

Bring your technology expertise and client focus to Wellington-Altus and help shape a successful wealth management experience. #J-18808-Ljbffr

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