Business Support Associate

2 days ago


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

**Our Team:**

Brad Gross Wealth Advisory Group is part of Wellington-Altus Financial Inc., a leading investment dealer in Canada. Our team seeks a highly skilled Associate to support our operations and client relationships.

The Role:

The Associate will act as a resource person for Associates and Advisors on the team, completing tasks related to account management, reporting, and compliance. Proactive knowledge of company policies and procedures is essential.

Responsibilities:

  • Administrative Support:
    • Preparation of DocuSign information and daily reports.
    • Completion of general administrative tasks, such as printing statements and tax slips.
  • 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.


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