Job opportunity
Calgary Administrative Associate Position
Wellington-Altus Private Wealth Inc.
Become an Administrative Associate with Wellington-Altus in Calgary, where you will support client relations and operational success. This role is crucial for optimizing team performance.
As part of the West Oak Family Office, your responsibilities will involve handling a broad range of administrative and operational tasks to support Associates and Portfolio Managers. Understanding client projects and needs will be vital for your success. Your proactive, detail-oriented mindset will enhance the client experience for high and ultra-high-net-worth individuals.
Key Responsibilities:
• Provide administrative support and client communications
• Ensure compliance and organization of client documentation
• Prepare and monitor delivery of client document packages
• Assist in the coordination of meetings and materials
• Track workflows and follow-up on outstanding tasks
Requirements:
• Relevant Bachelor’s degree or equivalent experience
• At least two years in an administrative role
• Proficient in MS Office suite and CRM systems
• Excellent problem-solving and communication skills
• Ability to prioritize in a fast-paced environment
Drive impactful administrative support for clients at Wellington-Altus in Calgary.
#J-18808-Ljbffr
Apply on source site As part of the West Oak Family Office, your responsibilities will involve handling a broad range of administrative and operational tasks to support Associates and Portfolio Managers. Understanding client projects and needs will be vital for your success. Your proactive, detail-oriented mindset will enhance the client experience for high and ultra-high-net-worth individuals.
Key Responsibilities:
• Provide administrative support and client communications
• Ensure compliance and organization of client documentation
• Prepare and monitor delivery of client document packages
• Assist in the coordination of meetings and materials
• Track workflows and follow-up on outstanding tasks
Requirements:
• Relevant Bachelor’s degree or equivalent experience
• At least two years in an administrative role
• Proficient in MS Office suite and CRM systems
• Excellent problem-solving and communication skills
• Ability to prioritize in a fast-paced environment
Drive impactful administrative support for clients at Wellington-Altus in Calgary.
#J-18808-Ljbffr