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 agile 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 managementMaintain and organize client records and documentationProvide timely information on account statuses and balancesPrepare required administrative reports dailyStay updated with compliance regulations and internal policiesRequirements:2-5 years experience in the financial services industryStrong knowledge of MSOffice; familiarity with Salesforce a plusBachelor's degree in finance, business, or equivalentSolid organizational skills and attention to detailEffective problem-solving and communication abilitiesMake a significant impact at Wellington-Altus while advancing your career in a supportive environment.

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