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 agile setting 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
Robust 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