Enhance your finance career as an Associate with Wellington-Altus in Calgary. Focused on client administration and operational improvement, this role leverages cutting-edge technology for optimal workflows.

In this position, you will work under the Senior Portfolio Managers in the Trivest Wealth Counsel team, engaging directly in account management and supporting operational processes. Your tasks will include migrating data and enhancing reporting through advanced Excel skills, making it pivotal for your growth in the wealth management industry. A commitment to excellence and client service is essential for success.

Key Responsibilities:



• Maintain reports and operational tracking tools • Oversee account administration and service requests • Manage CRM data with utmost accuracy • Prepare analyses and meeting materials for client reviews • Drive efficiency and effectiveness with cutting-edge solutions

Requirements: • Degree in Computer Science, finance, or related discipline • 2-4 years’ experience in a client-facing role • Advanced knowledge of Excel and Microsoft tools • Organized, detail-oriented, and proactive • Strong software aptitude for tech improvements

Deliver high-quality support and contribute to client success as part of a high-performing team at Wellington-Altus.

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