Wellington-Altus Financial Inc.
Administrative Support Associate at Wellington-Altus
Job Description
Advance your career with Wellington-Altus as an Administrative Support Associate in Ottawa. This client-facing role offers an opportunity to provide essential administrative and operational support.
Wellington-Altus Financial Inc. is seeking an Administrative Associate to assist lead advisors with diverse administrative tasks. This position demands a strong command of MS Office, exceptional organizational skills, and a commitment to client service. You will play a vital role in managing client relationships and coordinating meetings while supporting investment professionals with account-related activities.
Key Responsibilities:
• Assist in managing client relationships and inquiries
• Schedule appointments and maintain client records
• Prepare daily reports for advisors and associates
• Coordinate client communication and follow-ups
• Support office operations and supply management
Requirements:
• College diploma or bachelor’s degree in relevant field
• 3-...
Wellington-Altus Financial Inc. is seeking an Administrative Associate to assist lead advisors with diverse administrative tasks. This position demands a strong command of MS Office, exceptional organizational skills, and a commitment to client service. You will play a vital role in managing client relationships and coordinating meetings while supporting investment professionals with account-related activities.
Key Responsibilities:
• Assist in managing client relationships and inquiries
• Schedule appointments and maintain client records
• Prepare daily reports for advisors and associates
• Coordinate client communication and follow-ups
• Support office operations and supply management
Requirements:
• College diploma or bachelor’s degree in relevant field
• 3-...