Associate

Résumé du poste

The Associate provides administrative and operational support to the advisory team, including managing client inquiries and account documentation. They act as a liaison between clients and advisors while maintaining CRM records and coordinating team communications.

Détails du poste

Associate Location: This posting is for an existing vacancy in Wellington-Altus’ Gibsons 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 lead advisor, the 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 Associate will act as a resource person for the team, and will do so by completing administrative tasks, reporting, and account-related activities. The Associate will liaise between clients and advisors to coordinate requests, communications and follow-ups. Key responsibilities include: * Provide administrative, operational, and client service support to the advisory team. * Act as a point of contact for client inquiries, ensuring timely and professional responses. * Support client documentation, account administration, and onboarding activities. * Maintain and update CRM systems and client records, ensuring accuracy and compliance. * Assist advisors with client engagement, follow-ups, and relationship management activities. * Track client interactions, referrals, and opportunities within CRM systems. * Coordinate meetings, scheduling, and team communications. * Prepare reports, client materials, and documentation (e.g., forms, statements, DocuSign packages). * Ensure all client documentation and files are maintained in line with regulatory requirements. * Proactively monitor and follow up on outstanding tasks, client requests, and action items. * Assist with process improvements and documentation of procedures. * Collaborate with team members across locations (Sunshine Coast, White Rock, Vancouver). * Provide general office support and act as a reliable, go-to team resource. The ideal candidate will possess: * A bachelor’s degree in business administration, accounting, finance or related field, or equivalent work experience. * 2 – 4 years’ financial services industry experience working in a high growth environment. * 2- 4 years’ experience in a customer/client-service facing role. * Equivalent combination of education and experience may be considered. * Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook. * Experience working with Croesus and Salesforce is considered an asset. * High level of accountability, reliability, and attention to detail. * Ability to work independently, take initiative, and manage priorities. * Strong organizational and time management skills. * Excellent communication and interpersonal skills, with a focus on client service. * Demonstrated ability to solve problems and think critically. * Adaptable and comfortable working in a fast-paced, evolving environment. * A high level of professionalism, integrity and confidentiality. * Positive attitude and commitment to delivering a high-quality client experience. Compensation & Benefits: Range $50,000 - $70,000 annually. This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked. Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location. Conditions of employment: * Must be legally eligible to work in Canada. * A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing 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. To apply: Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.ca.

Ce que vous ferez

The Associate provides administrative and operational support to the advisory team, including managing client inquiries and account documentation. They act as a liaison between clients and advisors while maintaining CRM records and coordinating team communications.

Exigences

Candidates must have a bachelor's degree in a business-related field or equivalent experience, along with 2 to 4 years of experience in the financial services industry. Proficiency in Microsoft Office and strong organizational and interpersonal skills are essential for this role.

Avantages

• Health insurance • Accident insurance • Life insurance • Discretionary bonuses

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Administrative Support · Souhaitée
• Documentation · Souhaitée
• Communication · Souhaitée
• Reporting · Souhaitée
• Microsoft Office · Souhaitée
• Account Administration · Souhaitée
• CRM Systems · Souhaitée
• Salesforce · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Administrative support
• Client service
• CRM systems
• Account administration
• Relationship management
• Reporting
• Documentation
• Time management
• Organizational skills
• Communication
• Problem solving
• Microsoft Office
• Croesus
• Salesforce
• Report Writing
• DocuSign (Software)
• Relationship Management
• Accountability
• Positivity
• Administrative Functions
• Microsoft Excel
• Accounting
• Artificial Intelligence
• Brokerage
• Customer Relationship Management
• Business Administration
• Customer Service
• Confidentiality
• Critical Thinking
• Finance
• Equities
• Financial Services
• Interpersonal Communications
• Microsoft Outlook
• Operations
• Portfolio Management
• Microsoft PowerPoint
• Wealth Management
• Proactivity
• Time Management
• Scheduling
• Process Improvement
• Diversification (Investing)
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Administrative
• Customer Service & Support
• Associate
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products