Join Wellington-Altus Financial in Calgary as an Associate, supporting portfolio management and client services. Enhance operations and elevate client experiences with targeted technologies and detailed reporting.

This Associate position reports to Senior Portfolio Managers within the Trivest Wealth Counsel team at Wellington-Altus. You will manage account administration and operational workflows while leveraging tech tools like Microsoft Copilot for improved efficiency. Ideal for candidates with a finance or business background, your role will focus on maintaining a high standard of accuracy and organization across all client-related processes.

Key Responsibilities:
• Prepare reports and spreadsheets to support operations
• Coordinate account opening and maintenance activities




• Manage account transfers and client service requests
• Support portfolio managers with research and monitoring
• Assist with marketing and practice management projects

Requirements:
• Post-secondary education in finance or related fields
• 2-4 years’ experience in financial services
• Proficiency in Microsoft Office and Excel
• Solid detail orientation and organizational skills
• Resourceful with a proactive approach

Utilize your skills in finance and technology to support valuable client relationships at Wellington-Altus.
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📌 Associate Role in Wealth Management (Alberta)
🏢 Wellington-Altus
📍 Alberta