Client-Facing Administrative Associate Position

Join Wellington-Altus in Ottawa as a Client-Facing Administrative Associate. This position emphasizes client service and administrative support in a thriving financial environment.

In this role, you will report to lead advisors, providing operational backing and assisting in managing client interactions. Your strong interpersonal skills and experience in a regulated industry will aid in transitioning client requests smoothly. Wellington-Altus values integrity and exceptional service, making this position crucial in building lasting client relationships.

Key Responsibilities:

• Respond to client inquiries and concerns promptly

• Assist in the preparation for client meetings

• Maintain accurate and compliant client files

• Prepare account-opening documentation as needed

• Track team expenses and office operations

Requirements:

• Bachelor’s degree or college diploma in business-related field

• 3-5 years of relevant administrative experience

• Familiarity with MS Office and CRM platforms

• Excellent organizational and problem-solving abilities

• Dedicated to maintaining confidentiality and ethical conduct

Support client satisfaction by applying your skills at Wellington-Altus in Ottawa.
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