Administrative Associate
Location: This position can be located in our Sechelt or White Rock office.
Application Deadline: February 28, 2023
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 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.
The opportunity:
Wellington-Altus is currently recruiting for an Administrative Associate. Reporting to the Senior Associate Wealth Advisor, the Administrative Associate will use their exceptional organization and client service skills to provide confidential and timely administrative and customer-service support to the Advisor team and their clients.
Acting as a resource person for clients, the Administrative Associate will lead the timely and accurate completion of administrative tasks relating to managing client accounts and team operations
Key responsibilities include:
The ideal candidate will possess:
Conditions of employment:
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
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