Wellington-Altus Financial Administrative

Position: Wellington-Altus Financial Administrative Role
Join the Wellington-Altus team in Saskatoon as an Administrative Associate, providing vital support to advisors. Focus on client account management and operational tasks in a rewarding position.

This role at Wellington-Altus Financial is essential in enhancing client service through administrative and operational excellence. As an Administrative Associate, you will work directly with Advisors to streamline client transactions and documentation while sustaining regulatory compliance. Your organizational skills will foster a seamless client experience.

Key Responsibilities:

• Accurately process account openings and transactions

• Prepare and submit compliant client documentation

• Maintain up-to-date CRM records

• Track outstanding requests and administrative tasks

• Assist in the creation of marketing and meeting materials

Requirements:

• 2 to 4 years in administration or client support

• Preferred background in business or finance

• Skilled in Microsoft Office applications

• Detail-oriented with strong organizational abilities

• Flexible and adaptable in fast-paced settings

Support client service enhancement and administration processes at Wellington-Altus in Saskatoon.
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