Join Wellington-Altus as a Client Service Administrative Associate in Winnipeg, MB. This full-time role focuses on administrative support and client communication in a wealth management setting.
Wellington-Altus Private Wealth is seeking an Administrative Associate within their Winnipeg office. Reporting to the Senior Portfolio Manager, the role involves maintaining client records, coordinating communications, and preparing meeting materials. The ideal candidate will excel in organization and accuracy while supporting client service and account management tasks.
Key Responsibilities:
• Prepare client meetings by assembling materials and updating records
• Maintain accurate client records across internal systems
• Assist with onboarding new clients and coordinating information
• Input client data and generate reports in systems
• Manage client communications and schedule meetings
Requirements:
• 2 - 4 years in administrative or client service roles
• Proficient with Microsoft Office and CRM systems
• Transparent communication skills, written and verbal
• Familiarity with financial services is an asset
• Completion of the Canadian Securities Course or CIRE exams
Elevate your career in wealth management through this client-focused role at Wellington-Altus in Winnipeg.
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