Elevate your career as an Administrative Associate at Wellington-Altus in Calgary. Focus on providing exceptional service and support for high-net-worth clients. In this key position within the West Oak Family Office, you will act as an administrative resource for investment professionals, enhancing client relationships and operational workflows.

Your proactive service-oriented approach will ensure all administrative tasks are completed accurately and timely, contributing to the overall success of the team. This role offers the chance to work in a energetic environment focused on excellence. Key Responsibilities:

- Act as resource for client account administration and support
- Maintain accurate records and documentation for compliance




- Prepare client meeting materials and reports
- Coordinate administrative workflows and track task completion
- Liaise with internal and external parties for smooth operations

Requirements:

- Bachelor’s degree or relevant education/experience
- Two years of administrative or operational experience
- Familiarity with financial industry regulations
- Strong organizational and analytical skills
- High level of professionalism and communication

Contribute to operational success and client relationship management at Wellington-Altus in Calgary.

📌 Administrative Support Role at Wellington-Altus (Calgary)
🏢 Wellington-Altus Private Wealth
📍 Calgary