Support high-net-worth clients as an Administrative Associate in Wellington-Altus' Calgary office. Show your skills in operational tasks and client relationship management in this rewarding role.

As a vital member of the West Oak Family Office at Wellington-Altus, you'll assist in a variety of administrative and operational tasks to ensure smooth operations. Your primary focus will be on supporting Associates and Senior Portfolio Managers as they deliver exceptional investment management services. With at least two years of industry experience, you will maintain accurate client records and prepare meeting documentation.

Key Responsibilities:
• Serve as an administrative resource for the team
• Prepare and manage client communications and meetings




• Monitor and coordinate document delivery and signatures
• Update CRM systems and maintain client data accuracy
• Handle sensitive information with utmost confidentiality

Requirements:
• Bachelor’s degree or equivalent experience
• Minimum two years in an administrative capacity
• Proficient in MS Office suite
• Detail-oriented with solid organizational skills
• Exceptional communication and analytical abilities

Bring your dedication to client service to support Wellington-Altus's high-standard operations.
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📌 Administrative Associate in Calgary (Alberta)
🏢 Wellington-Altus
📍 Alberta