Administrative Associate

Enhance client service at Wellington-Altus as an Administrative Associate in Saskatoon. This role focuses on managing account transactions, supporting advisor teams, and ensuring operational efficiency.

As an Administrative Associate, you will provide essential support to advisor teams under the Business Manager. This position demands 2-4 years of experience in administrative roles, with a focus on accuracy and attention to detail. Key tasks include processing documentation, maintaining client records, and coordinating marketing efforts.

Key Responsibilities:

• Process account openings and client transactions accurately

• Prepare and review client documentation and compliance

• Maintain updated client records in CRM systems

• Coordinate outstanding documentation and client requests

• Prepare meeting materials and support client communications

Requirements:

• Post-secondary education in business or related fields preferred

• 2-4 years in client service or administrative roles

• Proficiency in Microsoft Office and CRM applications

• Strong attention to detail and organizational skills

• Excellent written and verbal communication abilities

Contribute to exceptional client experiences through efficient support and keen organizational skills as part of the Wellington-Altus team.
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