Investment Advisor Assistant

Step into a pivotal role as an Investment Advisor Assistant at Wellington-Altus in Ottawa. This position emphasizes client relationship management and transaction support to deliver outstanding service.

Wellington-Altus is seeking an Associate Investment Advisor to support Investment Advisors in managing accounts and preparing for client meetings. You will play a crucial role in ensuring client communications are timely and accurate while processing essential financial transactions. This position is ideal for someone with experience in wealth management or financial services.

Key Responsibilities:

• Build and maintain client relationships with proactive support

• Assist advisors in preparing client meeting documentation

• Process various transactions, maintaining high accuracy

• Ensure proper client account documentation compliance

• Generate specialized reports and address client inquiries

Requirements:

• 2+ years experience in financial services or wealth management

• Post-secondary education in finance or related field preferred

• Strong Microsoft Office proficiency

• Excellent attention to detail and problem-solving skills

• CIRO registration as a Registered Representative preferred

Utilize your skills in client service and account management as an Associate Investment Advisor at Wellington-Altus in Ottawa.
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