Job Description
Join Wellington-Altus Financial as an Administrative Associate in our Winnipeg office. This role provides essential client service and administrative support to enhance the client experience.
As an Administrative Associate, you will work closely with the Senior Portfolio Manager to manage client information and support ongoing account tasks. Your primary focus will be on maintaining accurate client records and preparing meeting materials, ensuring high responsiveness in a team-oriented environment.
Key Responsibilities:
• Prepare meeting materials and document follow-ups
• Maintain accurate and up-to-date client records
• Assist with onboarding new clients and preparing documentation
• Input client data into reporting systems and generate reports
• Coordinate client communications and schedule meetings
Requirements:
• 2-4 years experience in administrative or client service roles
• Proficiency in Microsoft...
As an Administrative Associate, you will work closely with the Senior Portfolio Manager to manage client information and support ongoing account tasks. Your primary focus will be on maintaining accurate client records and preparing meeting materials, ensuring high responsiveness in a team-oriented environment.
Key Responsibilities:
• Prepare meeting materials and document follow-ups
• Maintain accurate and up-to-date client records
• Assist with onboarding new clients and preparing documentation
• Input client data into reporting systems and generate reports
• Coordinate client communications and schedule meetings
Requirements:
• 2-4 years experience in administrative or client service roles
• Proficiency in Microsoft...