Advance your career with Wellington-Altus as an Administrative Associate in Winnipeg. This crucial role focuses on administrative support and client interactions in wealth management.
This position supports the Senior Portfolio Manager in the Colin Ryan Wealth Management team. Candidates should demonstrate strong organizational skills and the ability to manage multiple tasks effectively. Responsibilities include updating client information, scheduling meetings, and assisting with financial reporting.
Key Responsibilities:
• Prepare comprehensive materials for client meetings
• Maintain meticulous client information records
• Process new client onboarding requests
• Assist with client reporting and data entry
• Schedule and manage communications with clients
Requirements:
• 2-4 years of relevant administrative experience
• Familiarity with CRM systems and financial tools
• Proficiency in Microsoft Office products
• Strong communication abilities both ...