Join Wellington-Altus in Saskatoon as a vital Administrative Associate. Deliver outstanding client support and operational assistance to financial Advisors and Associates every day.
This role is integral to the Wellington-Altus team, where you will provide crucial administrative and operational support. Your responsibilities will include managing client relationships, scheduling, documentation, and meeting coordination. Moreover, your interpersonal skills will shine as you act as a point of contact for clients, assisting with their inquiries and ensuring smooth communication with Advisors.
Key Responsibilities:
• Assist in managing client relationships and inquiries
• Coordinate scheduling and maintain client records
• Prepare documents for client meetings and account management
• Track team expenses and support office operations
• Address client requests in a timely manner
Requirements:
• 3-5 years of experience in client-facing roles
• College diploma or...