Administrative Associate

Position: Administrative Associate at Wellington-Altus
Enhance client service efficiency with Wellington-Altus as an Administrative Associate in Calgary. Support the advisory team through precise account administration and operational coordination.

This role, reporting to the Lead Advisor, requires 2 to 4 years of experience in administrative support within financial services. Responsibilities include processing account transactions, maintaining accurate client records, and coordinating documentation efficiently. Your skills in CRM systems and Microsoft Office will enhance the team's organization and execution.

Key Responsibilities:

• Process account openings and transactions accurately

• Prepare and review client documentation for compliance

• Maintain client records in CRM systems

• Coordinate administrative action items and requests

• Prepare marketing and communication materials

Requirements:

• 2 to 4 years in administrative or client service roles

• Proficiency in Microsoft Office and CRM systems

• Strong attention to detail and organizational skills

• Reliable problem-solving and communication abilities

• Post-secondary education in a related field preferred

Support Wellington-Altus in delivering exceptional client service through exceptional administrative support.
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