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 communications
- Ensure compliance and organization of client documentation
- Prepare and monitor delivery of client document packages
- Assist in the coordination of meetings and materials
- Track workflows and follow-up on outstanding tasks
Requirements:
- Relevant Bachelor's degree or equivalent experience
- At least two years in an administrative role
- Proficient in MS Office suite and CRM systems
- Excellent problem-solving and communication skills
- Ability to prioritize in a fast-paced environment
Drive impactful administrative support for clients at Wellington-Altus in Calgary.
Calgary Administrative Associate Position employer: Wellington-Altus Private Wealth Inc.
Wellington-Altus is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Senior Wealth Planning Analysts to thrive. With a strong emphasis on professional development, employees are encouraged to enhance their skills and grow within the company while working alongside a dynamic team dedicated to delivering tailored wealth management strategies for high-net-worth clients. Located in a vibrant area, the company offers unique advantages such as networking opportunities and access to industry-leading resources, ensuring a rewarding and meaningful career path.
Contact Details:
Wellington-Altus Private Wealth Inc. Recruitment Team
