Become an Administrative Associate with Wellington-Altus in Calgary, where you will support client relations and operational success. This role is crucial for optimizing team performance.As part of the West Oak Family Office, your responsibilities will involve handling a broad range of administrative and operational tasks to support Associates and Portfolio Managers. Understanding client projects and needs will be vital for your success. Your proactive, detail-oriented mindset will enhance the client experience for high and ultra-high-net-worth individuals.Key Responsibilities:Provide administrative support and client communicationsEnsure compliance and organization of client documentationPrepare and monitor delivery of client document packagesAssist in the coordination of meetings and materialsTrack workflows and follow-up on outstanding tasksRequirements:Relevant Bachelor's degree or equivalent experienceAt least two years in an administrative roleProficient in MS Office suite and CRM systemsExcellent problem-solving and communication skillsAbility to prioritize in a quick-paced environmentDrive impactful administrative support for clients at Wellington-Altus in Calgary.

📌 Calgary Administrative Associate Position
🏢 Wellington-Altus Private Wealth
📍 Calgary