Become an Administrative Associate with Wellington-Altus in Calgary, where you will support client relations and operational success. This role is crucial for optimizing team performance. As part of the West Oak Family Office, your responsibilities will involve handling a broad range of administrative and operational tasks to support Associates and Portfolio Managers.

Understanding client projects and needs will be vital for your success. Your proactive, detail-oriented mindset will enhance the client experience for high and ultra-high-net-worth individuals. Key Responsibilities:
Provide administrative support and client communications
Ensure compliance and organization of client documentation
Prepare and monitor delivery of client document packages
Assist in the coordination of meetings and materials
Track workflows and follow-up on outstanding tasks Requirements:
Relevant Bachelor’s degree or equivalent experience
At least two years in an administrative role
Proficient in MS Office suite and CRM systems
Excellent problem-solving and communication skills
Ability to prioritize in a quick-paced workplace Drive impactful administrative support for clients at Wellington-Altus in Calgary.

📌 Calgary Administrative Associate Position
🏢 Wellington-Altus Private Wealth
📍 Calgary