Administrative Associate Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office. Founded in 2017, Wellington-Altus Private Wealth Inc. (With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients. Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Administrative Associate provides administrative and client service support to the team.

This role is responsible for maintaining client information, preparing meeting materials, supporting client communications, and assisting with ongoing account management and reporting. The position will primarily support the team, ensuring a high level of organization, accuracy, and responsiveness. The ideal candidate is detail-oriented, dependable, and comfortable managing a variety of administrative and client service tasks in a team environment.

This role offers the prospect to develop knowledge in financial planning and wealth management within a supportive team environment. Supporting the preparation of client meetings, including assembling meeting materials, updating client information, and documenting follow-ups. Assisting with onboarding new clients, including preparing account documentation and coordinating required information.

Inputting client data into reporting systems and assist in generating client reports. Supporting ongoing account administration, including processing requests and liaising with internal partners as needed.



Assisting in managing a segment of the team’s client base by handling day-to-day service needs and ensuring timely responses.

Coordinating client touchpoints and service activities (e.g., Working collaboratively with team members to support overall client service and operational efficiency. Contributing to team projects and process improvements as required. Perform other administrative and client service duties as assigned.

Post-secondary education is an asset; equivalent combination of education and relevant work experience will be considered. ~2 - 4 years of experience in an administrative, client service, or wealth management support role preferred. ~ Experience in financial services or wealth management is an asset. ~ Experience with CRM systems is an asset. ~ Exposure to client reporting or account administration is beneficial. ~ Familiarity with discretionary model trading processes is an asset, or willingness to learn. ~ Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams). ~ Comfortable working with CRM systems and client management tools (experience with financial planning or wealth management software is an asset). ~ Clear and effective communication skills (written, phone, and in-person). ~ Proficient with standard office and financial systems (e.g., CRM tools, Microsoft Office). ~ Exposure to or willingness to learn discretionary model trading processes is considered an asset. Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.

📌 Administrative Assistant - Client Service Management (F/M) (Winnipeg)
🏢 Wellington-Altus
📍 Winnipeg