Explore an exciting Associate position at Wellington-Altus in Calgary, focusing on enhancing client services and operational excellence through technology integration and process improvements.

You will play a vital role in supporting the Trivest Wealth Counsel team, ensuring efficient account management and client onboarding. Your expertise will help optimize workflows and reporting, making your contributions essential for both the team and clients. This role is perfect for detail-oriented individuals eager to advance in the financial services sector.

Key Responsibilities:
• Create and manage operational reports and tracking systems
• Facilitate smooth account openings and maintenance
• Administer cash movements and client requests smoothly




• Assist with portfolio monitoring and client presentations
• Identify process improvement opportunities with tech tools

Requirements:
• Degree in finance, business or related fields
• 2-4 years’ experience in the financial sector
• Robust proficiency in Microsoft Excel and Office Suite
• Detail-oriented with exceptional organization skills
• Proactive and resourceful problem-solver

Contribute to the exceptional service experience at Wellington-Altus by bringing your financial acumen and tech-savvy mindset.
#J-18808-Ljbffr

📌 Wealth Associate Position in Calgary (Alberta)
🏢 Wellington-Altus
📍 Alberta