Wealth Administrative Associate — Client Services

Wellington-Altus Private Wealth Inc.; Kingston; In loco; CAD 65.000 - 85.000; Tempo pieno

Descrizione del lavoro

Wellington-Altus Private Wealth Inc. in Kingston, Ontario is seeking an Administrative Associate to support the LeBlanc Family Wealth team.

You will handle client inquiries, schedule meetings, and maintain client records, while assisting licensed professionals with account-related tasks. The role focuses on providing proactive administrative support, preparing documentation, and generating daily reports to enable efficient client service and regulatory compliance.

Competenze

• College diploma or bachelor’s degree in business administration or equivalent work experience.
• 3-5 years in financial services, preferably in a high-growth environment.
• Proficiency with MS Office; experience with client relationship management tools.
• Equivalent education and experience may be considered; willingness to obtain licenses.

Mansioni

• Provide client service and support to Advisors, responding to inquiries and scheduling meetings.
• Maintain accurate client records and ensure timely follow-up communications.
• Assist in preparing account-opening documentation and Docusign information.
• Prepare daily reports for Investment Associates and Advisors; share status updates on client accounts.
• Support office operations, including supply ordering and courier management; adhere to compliance standards.

Conoscenze

Client service

Relationship management

Attention to detail

Communication skills

Time management

Formazione

College diploma or bachelor’s degree in business administration

Strumenti

MS Office

CRM software

Croesus

Descrizione del lavoro

Wellington-Altus Private Wealth Inc. in Kingston, Ontario is seeking an Administrative Associate to support the LeBlanc Family Wealth team.

You will handle client inquiries, schedule meetings, and maintain client records, while assisting licensed professionals with account-related tasks. The role focuses on providing proactive administrative support, preparing documentation, and generating daily reports to enable efficient client service and regulatory compliance.