Associate

1 month ago

Wellington, New Zealand Wellington-Altus Financial Inc. Full time

Location: This in-office position will be based out of our Swift Current 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 most consequential wealth decision you make is the wealth team you select. It's not just about the money; it's about the purpose. We have the courage and conviction to have conversations with you that others aren't having. Together we craft your plan and bring it to life.
The opportunity: Reporting to Senior Investment Advisors at Brad Gross Wealth Advisory Group, 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 Associates and Advisors on the team, and will complete administrative tasks, reporting, and account-related activities for the team.
Key responsibilities include: Administrative and Operational Support: Acting as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips).Completing administrative tasks related to account management such as preparing DocuSign information.Preparing daily reports.Providing information, where requested and approved by an Associate or Advisor, on the status of a client's account and provide account balances, quotes and other marketing information.Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.Performing general administrative tasks (ex: prepare letters, client communication pieces, etc.).Proactively staying informed and up-to-date regarding company policies and procedures and compliance updates.Client Service Support: Assisting licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.Serving as a point of contact for clients and ensuring their needs are addressed promptly and effectively.Acting as a liaison between clients and licensed professionals, conveying messages and coordinating follow-up actions.Performing other duties as assigned.The ideal candidate will possess: A diploma in business administration, accounting, finance, or similar field of study.A minimum of one year's industry experience, preferably in an administrative or operational capacity.A minimum of one year experience in a customer/client-service facing role.Completion of CSC and CPH considered an asset.Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.Strong organizational skills, with the ability to proactively organize and manage a high volume of time-sensitive tasks and work.Excellent attention to detail, with the ability to independently manage complex administrative and financial tasks.Exceptional organizational skills with excellent attention to detail to ensure financial and regulatory requirements are adhered to at all times.A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.An ability to adapt quickly to changing needs and work requirements with the ability to navigate fluctuations in work volume to meet client and operational requirements.An ability to maintain composure and communicate effectively in high-stress situations.A customer-focused attitude with a commitment to providing extraordinary service to high-net-worth clients.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 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.

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