Location: This posting is for an existing vacancy in Wellington-Altus’ Calgary office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients. Report on Business 2025 rankings. Investment Executive 2026 Brokerage Report Card. The prospect:



As a key member of the West Oak Family Office (West Oak) team, the Administrative Associate participates in a broad range of administrative tasks and operational projects to support the efficient and successful operation of West Oak. This role acts as a resource for Associates and Senior Portfolio Managers in managing client relationships and delivering exceptional investment management and family office services to West Oak’s high and ultra-high-net-worth clients. Key responsibilities include: Acting as a general administrative and operational resource for Associates and Portfolio Managers, completing administrative duties and

📌 Administrative Associate (Calgary)
🏢 Wellington-Altus
📍 Calgary