Enhance your career in wealth management at Wellington-Altus as an Administrative Support professional in Winnipeg. This role requires detail-oriented support for client relationships and administrative tasks.
Reporting to the Senior Portfolio Manager at Colin Ryan Wealth Management, you'll provide essential administrative and client service support. You'll help prepare client meetings, manage client records, and facilitate communication for ongoing account management. As a key member of the team, your organizational skills will help maintain a high level of service and ensure client satisfaction.
Key Responsibilities:
• Support preparation for client meetings with necessary materials
• Maintain accurate client records in internal systems
• Assist new client onboarding and documentation processes
• Input data and assist in creating client reports
• Manage client communication and service needs
Requirements:
• 2-4 years in administrative or support roles
• ...