Explore a rewarding role as an Operational Support Associate with Wellington-Altus Financial Inc. in Sudbury, ON. Deliver outstanding client services and enhance operational efficiency within a dynamic investment team. In this full-time position, you will report directly to the Lead Investment Advisor.

Your focus will be on supporting clients, maintaining records, and facilitating communication within the team. Your contributions will be vital to the operational success of our advisors and associates. Key Responsibilities:

- Assist advisors with client relationship management
- Maintain and organize client records and documentation
- Provide timely information on account statuses and balances
- Prepare required administrative reports daily
- Stay updated with compliance regulations and internal policies Requirements:
- 2-5 years experience in the financial services industry
- Strong knowledge of MSOffice; familiarity with Salesforce a plus
- Bachelor’s degree in finance, business, or equivalent
- Solid organizational skills and attention to detail
- Effective problem-solving and communication abilities Make a significant impact at Wellington-Altus while advancing your career in a supportive setting.

📌 Operational Support Associate Role (Greater Sudbury)
🏢 Wellington-Altus Private Wealth
📍 Greater Sudbury