Ottawa Administrative Associate at Wellington-Altus
Job in
Ottawa, Ontario, Canada
Listed on 2026-06-19
Listing for:
Wellington-Altus Financial Inc.
Full Time
position Listed on 2026-06-19
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry, Business Administration -
Business
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
As an Administrative Associate, you will provide key support to advisors and clients alike. You will handle scheduling, documentation, and general administration while ensuring compliance with industry standards. This role requires strong organizational skills paired with a proactive approach to client needs, essential for thriving in Wellington-Altus's fast-paced environment.
Key Responsibilities:
• Serve as a point of contact for client inquiries
• Assist advisors with account-related tasks
• Maintain comprehensive client records and documentation
• Prepare and manage daily operational reports
• Provide administrative support during office activities
Requirements:
• Degree in business administration, finance, or related field
• 3-5 years in an administrative/client-facing capacity
• Proficient in MS Office and CRM systems
• Strong communication and critical thinking skills
• Ability to manage multiple priorities efficiently
Utilize your organizational talents and client service skills at Wellington-Altus in Ottawa.
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Position Requirements
10+ Years
work experience
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