Explore an exciting Associate position at Wellington-Altus in Calgary, focusing on enhancing client services and operational excellence through technology integration and process improvements.You will play a vital role in supporting the Trivest Wealth Counsel team, ensuring productive account management and client onboarding. Your expertise will help optimize workflows and reporting, making your contributions essential for both the team and clients. This role is perfect for detail-oriented individuals eager to advance in the financial services sector.Key Responsibilities:Create and manage operational reports and tracking systemsFacilitate smooth account openings and maintenanceAdminister cash movements and client requests smoothlyAssist with portfolio monitoring and client presentationsIdentify process improvement opportunities with tech toolsRequirements:Degree in finance, business or related fields2-4 years' experience in the financial sectorStrong proficiency in Microsoft Excel and Office SuiteDetail-oriented with exceptional organization skillsProactive and resourceful problem-solverContribute to the exceptional service experience at Wellington-Altus by bringing your financial acumen and tech-savvy mindset.

📌 Wealth Associate Position In Calgary
🏢 Wellington-Altus
📍 Calgary