Administrative Coordinator

15 hours ago


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

**About Us**

Wellington-Altus Financial Inc. is a leading investment dealer in Canada, founded in 2017. Our organization encompasses multiple subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., and more. With over $35 billion in assets under administration, we provide comprehensive financial solutions to our clients.

We value entrepreneurial advisors and portfolio managers who share our commitment to excellence. Our team at Brad Gross Wealth Advisory Group seeks a highly skilled Associate to support our operations and client relationships.

The Opportunity

  • Provide administrative and operational support to Senior Investment Advisors.
  • Act as a resource person for Associates and Advisors on the team.
  • Complete tasks related to account management, reporting, and compliance.
  • Proactively stay informed about company policies and procedures.

Key Responsibilities:

  • Administrative Support:
    • General administrative tasks, such as printing statements and tax slips.
    • Preparing DocuSign information and daily reports.
  • Client Service Support:
    • Responding to inquiries and scheduling appointments.
    • Maintaining client records and serving as a point of contact.

Requirements:

  • Diploma in business administration, accounting, or finance.
  • Minimum one year's industry experience in an administrative or operational capacity.
  • Strong organizational skills and attention to detail.
  • Proficiency with MS Office suite and ability to learn new software.

We Offer:

  • A dynamic work environment with opportunities for growth and development.
  • A competitive salary and benefits package.
  • A chance to work with a top-rated investment dealer in Canada.


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