Administrative Support Associate at Wellington-Altus

Advance your career with Wellington-Altus as an Administrative Support Associate in Ottawa. This client-facing role offers an opportunity to provide essential administrative and operational support.
Wellington-Altus Financial Inc. is seeking an Administrative Associate to assist lead advisors with diverse administrative tasks. This position demands a strong command of MS Office, exceptional organizational skills, and a commitment to client service. You will play a vital role in managing client relationships and coordinating meetings while supporting investment professionals with account-related activities.

Key Responsibilities:

• Assist in managing client relationships and inquiries

• Schedule appointments and maintain client records

• Prepare daily reports for advisors and associates

• Coordinate client communication and follow-ups

• Support office operations and supply management
Requirements:

• College diploma or bachelor’s degree in relevant field

• 3-5 years of administrative experience preferred

• Proficiency in MS Office suite and CRM systems

• Strong interpersonal and communication skills

• Ability to maintain confidentiality and manage competing priorities
Bring your administrative expertise and service commitment to Wellington-Altus in Ottawa.
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