Business Associate

5 days ago


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

At Wellington-Altus Financial Inc., we are seeking a highly organized and detail-oriented Associate to join our team. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and supporting the success of our team.

About Us

We are a leading investment dealer in Canada, with a strong reputation for providing innovative solutions to high-net-worth clients. Our organization values diversity, equity, and inclusion, and we are committed to creating a workplace that reflects these values.

About the Role

The successful candidate will be responsible for providing administrative and operational support to our Senior Investment Advisors. This will include tasks such as preparing reports, maintaining client files, and responding to client inquiries. The ideal candidate will have excellent organizational skills, a strong attention to detail, and the ability to work independently in a fast-paced environment.

  • Provide administrative and operational support to Senior Investment Advisors
  • Maintain client files and ensure compliance with industry regulations
  • Respond to client inquiries and provide accurate information
  • Prepare reports and other documents as required


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