Wellington-Altus Financial Inc.
Saskatoon Administrative Associate Role
Job Description
Enhance client experiences at Wellington-Altus as an Administrative Associate in Saskatoon. This role is pivotal in providing administrative support and managing client interactions effectively.
In this role, you will work closely with Lead Advisors to deliver exceptional client service and operational support. Responsibilities include responding to client inquiries, maintaining records, and helping Advisors prepare for meetings. You will also assist with various general administrative tasks to ensure a smooth workflow.
Key Responsibilities:
• Respond promptly to client inquiries and manage schedules
• Collaborate with Advisors for account management tasks
• Create daily reports for investment-related activities
• Maintain detailed and compliant client documentation
• Support overall office operations and logistics
Requirements:
• Degree or diploma in business or a similar area
• 3-5 years in an administra...
In this role, you will work closely with Lead Advisors to deliver exceptional client service and operational support. Responsibilities include responding to client inquiries, maintaining records, and helping Advisors prepare for meetings. You will also assist with various general administrative tasks to ensure a smooth workflow.
Key Responsibilities:
• Respond promptly to client inquiries and manage schedules
• Collaborate with Advisors for account management tasks
• Create daily reports for investment-related activities
• Maintain detailed and compliant client documentation
• Support overall office operations and logistics
Requirements:
• Degree or diploma in business or a similar area
• 3-5 years in an administra...