Work Type: On Premise | Employment Type: Full TimePosted Date: 2025-04-11
Description
Associate
Location: this hybrid position will be based out of our Calgary office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 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.
*Investment Executive 2024 Brokerage Report Card.
The team:
iii Global Wealth: The iii in our team’s name stands for investing in inclusivity as well as invest, involve, inspire. These are two mottos that we follow when it comes to helping people achieve their financial goals.
We believe that everyone should have the ability to feel financially secure regardless of the amount of money or state of life they are in. We invest in you and involve you in the process so that you can live an inspired life knowing that you have a plan in place for your goals, dreams and desires. We look at wealth management from a holistic perspective. It doesn’t just involve investments, it involves tax planning, estate planning, family wealth planning and peace of mind solutions. Our intention is to ensure that you have a plan in place for all aspects of your financial life. We are dedicated to your financial learning.
The opportunity:
Reporting to the Senior Wealth Advisor, the Associate provides high-level client service and assists in the smooth operation of administrative functions within the team. The incumbent will act as a key resource person for clients by building and strengthening client relationships and ensuring the highest client satisfaction. The ideal candidate will manage and schedule social media content to enhance client engagement and brand presence.
Key responsibilities include:
Performing general administrative tasks (ex: prepare letters, client communication pieces, respond to inquiries, scheduling appointments etc.).
Building and maintaining strong relationships with clients through regular communication, responsiveness, and proactive support.
Addressing client inquiries, concerns, and service requests in a timely and professional manner.
Managing and oversee complex tasks and maintain key client relationships to ensure high-quality service and successful project outcomes.
Working with Advisors to develop and distribute client communication, marketing pieces and social media content.
Regularly posting on team’s social media platforms and distribute monthly newsletter.
Monitoring social media trends and analytics to optimize engagement and strategy.
Utilizing a high degree of professionalism and initiative to anticipate and meet the needs of the Advisors
Managing and prioritizing Advisors calendar and ensure preparation for meetings and presentations with appropriate materials.
Coordinating, managing, and assisting with the planning and execution of internal and external meetings and events.
Handling confidential and sensitive information with discretion and professionalism.
Managing electronic files and maintain internal file structures.
Completing a variety of administrative tasks related to account management such as client paperwork or processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
Providing information on the status of a client’s account and provide account balances and other marketing information.
The ideal candidate will possess:
A degree or diploma in business administration, or similar field of study would be an asset.
2-3 years of administrative, marketing or client-service facing role.
Equivalent combination of education and experience may be considered.
Experience in the wealth management or other regulated industry is a strong asset.
Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Experience with social media applications including LinkedIn, Instagram, and YouTube.
Experience with CRM software such as Croesus and Salesforce is a strong asset.
Proven ability to manage large volume of tasks and prioritize effectively in a fast-paced environment.
Demonstrate a high level of accountability, reliability, adaptability, and organization in accomplishing day to day work and long-term goals.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Strong critical thinking and written and verbal communication skills.
Commitment to ethical conduct and integrity in all client interactions.
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. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.
Associate