Administrative Associate (Colin Ryan Wealth Management)

Wellington-Altus; Winnipeg; On-site; CAD 42,000 - 56,000; Full time

Job summary

Wellington-Altus Private Wealth in Winnipeg is seeking an Administrative Associate to support the Senior Portfolio Manager & Senior Wealth Advisor. You will maintain client records, prepare meeting materials, coordinate communications, and assist with ongoing account administration and reporting.

The ideal candidate is detail-oriented, dependable, and comfortable managing a variety of administrative and client service tasks in a collaborative team environment.

Qualifications

• Post-secondary education or equivalent work experience considered.
• 2–4 years of experience in administrative, client service, or wealth management support role preferred.
• Experience in financial services or wealth management is an asset.
• Experience with CRM systems is an asset.
• Exposure to client reporting or account administration is beneficial.
• CSC or CIRE exams completed or in progress within 3–6 months of hire.

Responsibilities

• Support preparation of client meetings, assemble meeting materials, update client information and document follow-ups.
• Maintain accurate client records across internal systems and planning tools.
• Assist with onboarding new clients, including preparing account documentation and coordinating required information.
• Input client data into reporting systems and assist in generating client reports.
• Coordinate client communications, including scheduling meetings and responding to routine inquiries.

Skills

Attention to detail

Communication skills

Discretion and confidentiality

Education

Post-secondary education

Tools

CRM systems

Microsoft Office

Job description

Administrative Associate

Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office.

Our organization

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

• Investment Executive 2026 Brokerage Report Card.
• Report on Business 2026 rankings.

The opportunity

Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Administrative Associate provides administrative and client service support to the team. This role is responsible for maintaining client information, preparing meeting materials, supporting client communications, and assisting with ongoing account management and reporting.

The position will primarily support the team, ensuring a high level of organization, accuracy, and responsiveness. The ideal candidate is detail-oriented, dependable, and comfortable managing a variety of administrative and client service tasks in a team environment.

This role offers the opportunity to develop knowledge in financial planning and wealth management within a supportive team environment.

Key responsibilities include

• Supporting the preparation of client meetings, including assembling meeting materials, updating client information, and documenting follow-ups.
• Maintaining accurate and up-to-date client records across internal systems and planning tools.
• Assisting with onboarding new clients, including preparing account documentation and coordinating required information.
• Inputting client data into reporting systems and assist in generating client reports.
• Coordinating client communications, including scheduling meetings, responding to routine inquiries, and following up on outstanding items.
• Supporting ongoing account administration, including processing requests and liaising with internal partners as needed.
• Assisting in managing a segment of the team’s client base by handling day-to-day service needs and ensuring timely responses.
• Coordinating client touchpoints and service activities (e.g., periodic reviews, client events, and general client experience initiatives).
• Working collaboratively with team members to support overall client service and operational efficiency.
• Contributing to team projects and process improvements as required.
• Perform other administrative and client service duties as assigned.

The ideal candidate will possess

• Post-secondary education is an asset; equivalent combination of education and relevant work experience will be considered.
• 2 - 4 years of experience in an administrative, client service, or wealth management support role preferred.
• Experience in financial services or wealth management is an asset.
• Experience with CRM systems is an asset.
• Exposure to client reporting or account administration is beneficial.
• Familiarity with discretionary model trading processes is an asset, or willingness to learn.
• Completion of the Canadian Securities Course (CSC) or CIRE exams is required or must be in progress at time of hire and completed within the first 3–6 months of employment.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams).
• Comfortable working with CRM systems and client management tools (experience with financial planning or wealth management software is an asset).
• Strong ability to learn and adapt to new systems and technology.
• Clear and effective communication skills (written, phone, and in-person).
• Maintains a high level of discretion and confidentiality when handling client information.
• Proficient with standard office and financial systems (e.g., CRM tools, Microsoft Office).
• Exposure to or willingness to learn discretionary model trading processes is considered an asset.

Conditions of employment

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply. If you require accommodation for the recruitment process, please let us know at the point of application.