Wealth Management Associate

Wellington-Altus is seeking a Wealth Management Associate in Ottawa to provide exceptional client service and support investment advisors.

Your role focuses on account management and transaction processing.

In this crucial position, assist clients by addressing inquiries and facilitating effective communication. You will prepare advisors for client meetings, manage client transactions, and maintain organized records. Your proactive approach in financial services will enhance the premium experience for both clients and advisors.

Key Responsibilities:

• Maintain communication with clients for inquiries and support

• Prepare advisors for effective client meetings

• Process account opening and beneficiary updates accurately

• Manage client transactions with diligence

• Ensure compliant and organized client records

Requirements:

• 3+ years in a client-facing financial service role

• Business administration or finance education preferred

• Proficient in MS Office and data entry

• Strong ability to manage multiple priorities

• Excellent communication and problem-solving skills

Excel in delivering quality client service and contribute to wealth management success at Wellington-Altus.
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