Advance your career as an Associate at Wellington-Altus in Calgary, Alberta. Contribute to client service excellence while managing account administration and operational tasks.The Associate role at Wellington-Altus is designed for those looking to grow in financial services within a client-centric environment. You'll help coordinate account activities, enhance operational workflows, and work alongside experienced Portfolio Managers. Your focus will be on ensuring accuracy and leveraging technology for improved performance.Key Responsibilities:- Develop and manage operational tracking tools- Oversee account maintenance and ensure accurate documentation- Provide support for portfolio reporting and analyses- Conduct investment product and market research- Collaborate on marketing and practice managementRequirements:- Educational background in finance, business, or a related field- 2-4 years’ experience in client service or financial operations- Advanced Microsoft Excel skills required- Familiar with AI tools for process improvement- Highly organized with solid attention to detailBring your technology expertise and client focus to Wellington-Altus and help shape a successful wealth management experience.#J-18808-Ljbffr

📌 Associate Role In Global Intelligence Team (Calgary)
🏢 MNP
📍 Calgary