Administrative Coordinator for Investment Industry
7 days ago
**Job Summary**
We are seeking an experienced Operations Assistant to join our team at Wellington-Altus Private Wealth. As a key member of our operations department, you will be responsible for supporting our Wealth Advisors and Associates to ensure quality control of documents and procedures.
**Responsibilities**
- Establish and maintain department procedures, ensuring efficiency and effectiveness
- Respond to documentation queries and account opening requests from internal departments and investment advisor teams
- Manage and resolve tickets, collaborating with other departments as needed
**Requirements**
- Bachelor's degree or diploma in business administration, finance, or a similar field of study
- Minimum 1-2 years of experience in the financial services industry, preferably in an administrative or operational capacity
- Excellent communication and interpersonal skills
- Proficiency in MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook
**What We Offer**
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
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