Pursue a rewarding career with Wellington-Altus as a Wealth Management Administrative Associate in Saskatoon. Assist advisors and enhance client interactions through effective administration.
In this vital administrative role, you will support the team by coordinating client services and managing documentation. Your efforts will ensure exceptional service to high-net-worth clients while collaborating with advisors on account management tasks. This position combines your organizational skills with a passion for client service in the wealth management sector.
Key Responsibilities:
• Provide essential support for client service operations
• Respond to client inquiries and facilitate scheduling
• Maintain accurate and compliant client records
• Prepare documentation for account activities
• Assist in daily administrative tasks and reports
Requirements:
• Diploma or degree in business administration or related field
• 3–5 years of experience in client-facing or...