Administrative Associate

Join Wellington-Altus as an Administrative Associate in Calgary. This role focuses on client support and operational efficiencies within the West Oak Family Office team.

As an Administrative Associate, you will provide vital administrative support to Associates and Senior Portfolio Managers, ensuring seamless client relations and operational functions. With a focus on detail and service orientation, your contributions will enhance investment management for high-net-worth clients. This position requires a strong understanding of client needs and proactive engagement in workflow management.

Key Responsibilities:

• Assist portfolio managers with administrative tasks and communications

• Maintain comprehensive knowledge of client relationships and projects

• Deliver high-quality results through effective time management

• Prepare and execute client documentation and signatures

• Produce and distribute regular reports and updates

Requirements:

• Bachelor’s degree in business administration or finance

• Minimum of two years’ relevant industry experience

• Proficiency in MS Office applications

• Detail-oriented with strong communication skills

• Ability to manage multiple priorities effectively

Drive operational excellence and client satisfaction at Wellington-Altus in Calgary.
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