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 setting. 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 Associates
Prepare document packages for signature and follow-up




Distribute accurate reports in a timely manner
Update and maintain CRM client records
Provide account information while ensuring compliance

Requirements:
Degree in business administration, finance, or similar
At least two years' experience in administrative roles
Proficient in Microsoft Office tools
Robust problem-solving and communication skills
Ability to manage competing priorities effectively

Contribute your proactivity and robust service orientation to thrive at Wellington-Altus.

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