Enhance client relationships as an Administrative Associate at Wellington-Altus in Calgary. Your operational skills will be crucial to supporting a prestigious team in a fast-paced environment.Join the West Oak Family Office, where you will take on a diverse set of administrative responsibilities tailored for high-net-worth clients. You'll report directly to Associates and Portfolio Managers, ensuring all administrative tasks are handled efficiently and with professionalism. Your two years of relevant experience will empower you in preparing essential documents and maintaining client information accurately.Key Responsibilities:Act as an administrative resource for AssociatesPrepare document packages for signature and follow-upDistribute accurate reports in a timely mannerUpdate and maintain CRM client recordsProvide account information while ensuring complianceRequirements:Degree in business administration, finance, or similarAt least two years' experience in administrative rolesProficient in Microsoft Office toolsStrong problem-solving and communication skillsAbility to manage competing priorities effectivelyContribute your proactivity and solid service orientation to thrive at Wellington-Altus.

📌 Administrative Role At Wellington-Altus (Calgary)
🏢 Wellington-Altus
📍 Calgary