Wealth Administrative Associate — Client Services (Kingston)

Wealth Administrative Associate — Client Services (Kingston)

08 Nov
|
Wellington-Altus Private Wealth
|
Kingston

08 Nov

Wellington-Altus Private Wealth

Kingston

Wellington-Altus Private Wealth Inc. in Kingston, Ontario is seeking an Administrative Associate to support the LeBlanc Family Wealth team.

You will handle client inquiries, schedule meetings, and maintain client records, while assisting licensed professionals with account-related tasks. The role focuses on providing proactive administrative support, preparing documentation, and generating daily reports to enable effective client service and regulatory compliance.

📌 Wealth Administrative Associate — Client Services (Kingston)
🏢 Wellington-Altus Private Wealth
📍 Kingston

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