Enhance client relationships as an Administrative Associate at Wellington-Altus in Calgary. Your operational skills will be crucial to supporting a prestigious team in a rapid-paced environment.
Join the West Oak Family Office, where you will take on a diverse set of administrative responsibilities tailored for high-net-worth clients. You'll report directly to Associates and Portfolio Managers, ensuring all administrative tasks are handled efficiently and with professionalism. Your two years of relevant experience will empower you in preparing essential documents and maintaining client information accurately.
Key Responsibilities:
• Act as an administrative resource for Associates
• Prepare document packages for signature and follow-up




• Distribute accurate reports in a timely manner
• Update and maintain CRM client records
• Provide account information while ensuring compliance
Requirements:
• Degree in business administration, finance, or similar
• At least two years' experience in administrative roles
• Proficient in Microsoft Office tools
• Strong problem-solving and communication skills
• Ability to manage competing priorities effectively
Contribute your proactivity and strong service orientation to thrive at Wellington-Altus.
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📌 Administrative Role at Wellington-Altus (Calgary)
🏢 Wellington-Altus
📍 Calgary