Financial Operations Specialist

5 days ago


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

**Company Overview**

Wellington-Altus Financial Inc. is a parent company to several subsidiaries, providing comprehensive financial solutions to high-net-worth clients. Founded in 2017, we have grown to become one of Canada's Best Managed Companies.

Job Description:

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.

Responsibilities:

  • Administrative Support:
    • Acting as a general administrative and operational resource for Associates and Advisors.
    • Completing administrative tasks related to account management.
  • Client Service Support:
    • Assisting licensed professionals in managing client relationships.
    • Serving as a point of contact for clients and ensuring their needs are addressed promptly and effectively.

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.

Benefits:

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


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