Administrative Associate Job Winnipeg area,Manitoba Canada,Administrative/Clerical

Administrative Associate
Location: This posting is for an existing vacancy in Wellington-Altus’s 201 Portage office.
Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies
* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated
** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients

* Report on Business 2025 rankings

** Investment Executive 2026 Brokerage Report Card.

The opportunity: Reporting to the Investment Advisor, the Administrative Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. The role will act as a resource person for Associates and Advisors on the team, and will do so by completing administrative tasks, reporting, and account-related activities for the team.

Key responsibilities include:

Client Service Support

Assisting licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.

Serving as a point of contact for clients and ensure their needs are addressed promptly and effectively.

Acting as a liaison between clients and licensed professionals, conveying messages and coordinating follow-up actions.

Addressing client inquiries, concerns, and service requests in a timely and professional manner.

Working with advisors to develop and distribute client communication.

Administrative and Operational Support

Acting as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips).

Assisting in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation.

Completing a variety of administrative tasks related to account management such as preparing Docu Sign information.

Preparing daily reports for the Investment Associates and Investment Advisors.

Providing information, where requested and approved by an Associate or Advisor, on the status of a client’s account and provide account balances, quotes and other marketing information.

Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.

Performing general administrative tasks (ex: prepare letters, client communication pieces, etc.).

Proactively staying informed and up to date regarding Company policies and procedures and compliance updates.

Supporting office operations through supply ordering, managing courier service, deposits, etc.

Performing other duties as assigned.

The ideal candidate will possess:

A college diploma or bachelor’s degree in business administration, accounting, finance (or related field), or equivalent work experience.

1 to 3 years’ experience in a customer/client-service facing role.

Equivalent combination of education and experience may be considered.

Experience in the wealth management sector or other regulated industry is an asset.

Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.

Proficiency in digital marketing tools and platforms (i.e. social media, social media management tools, email marketing software, analytical tools, etc. is an asset).

A high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.

A commitment to ethical conduct and integrity in all client interactions.

An excellent attitude and commitment to providing extraordinary service.

Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).

An ability to take ownership of their work from start to finish.

An ability to problem solve independently while knowing…