26 Oct
|
Wellington-Altus Private Wealth
|
Greater Sudbury
26 Oct
Wellington-Altus Private Wealth
Greater Sudbury
Explore a rewarding role as an Operational Support Associate with Wellington-Altus Financial Inc. in Sudbury, ON. Deliver outstanding client services and enhance operational efficiency within a agile investment team.
In this full-time position, you will report directly to the Lead Investment Advisor. Your focus will be on supporting clients, maintaining records, and facilitating communication within the team. Your contributions will be vital to the operational success of our advisors and associates.
Key Responsibilities:
• Assist advisors with client relationship management
• Maintain and organize client records and documentation
• Provide timely information on
📌 Operational Support Associate Role (Greater Sudbury)
🏢 Wellington-Altus Private Wealth
📍 Greater Sudbury