Administrative Associate

3 weeks ago

Saskatoon, Canada Wellington-Altus Private Wealth Inc. Full time

**Administrative Associate**

**Location**:This position will be located in our Saskatoon office.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2024 Brokerage Report Card._

**The opportunity**:
Reporting to the Senior Investment Advisors, the Administrative Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. The Associate will act as a resource person for Associates and Advisors on the team, and will do so by completing administrative tasks, reporting, and account-related activities for the team.

**Key responsibilities include**:
Client Service Support
- Assist licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.
- Serve as a point of contact for clients and ensure their needs are addressed promptly and effectively.
- Act as a liaison between clients and licensed professionals, conveying messages and coordinating follow-up actions.

Administrative and Operational Support
- Act as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips, etc.).
- Complete a variety of administrative tasks related to account management such as preparing DocuSign information.
- Prepare daily reports for the Investment Associates and Investment Advisors
- Provide information, where requested and approved by an Associate or Advisor, on the status of a client’s account and provide account balances, quotes and other marketing information.
- Maintain client files, ensuring that all documentation and notes are compliant with industry regulations.
- Perform general administrative tasks (ex: prepare letters, client communication pieces, update client profiles etc.).
- A bachelor's or master's degree in business administration, accounting, finance or related field, or equivalent work experience.
- 3-5+ years’ financial services industry experience working in a high growth environment.
- 3+ years’ experience in a customer/client-service facing role.
- Equivalent combination of education and experience may be considered.
- Experience in the wealth management or other regulated industry is a strong asset.
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is considered an asset.
- Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
- Experience working with Croesus is considered an asset.
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
- Commitment to ethical conduct and integrity in all client interactions.
- Excellent attitude and commitment to providing extraordinary service.
- Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- Excellent problem-solving skills.
- Strong organizational skills.
- A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
- Strong critical thinking and written and verbal communication skills.
- An ability to maintain the highest levels of confidentiality.

**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.

**To apply**:

  • Administrative Services Associate

    1 month ago

    Saskatoon, Saskatchewan, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a highly motivated and detail-oriented Administrative Services Associate to join our team at beBee Professionals in Saskatoon. As an Administrative Services Associate, you will be responsible for providing administrative support to our office operations, ensuring that our office runs efficiently and smoothly.Key Responsibilities:Provide...

  • Administrative Support Specialist for Academic Association

    2 weeks ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    Administrative Support Specialist for Academic AssociationWe are seeking an experienced Administrative Support Specialist to provide high-level administrative support to the Faculty Association Executive and professional staff. The responsibilities of this position include providing reception services, coordinating communications, scheduling meetings, taking...

  • Administrative Support Associate

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Cambridge Immigration Solutions Inc Full time

    As an Administrative Support Associate at Cambridge Immigration Solutions Inc, you will be responsible for providing high-quality administrative support to our team. Your tasks will include receiving and processing telephone and electronic inquiries, working with reports and databases, and sorting, processing, and verifying applications and documents. You...

  • Associate

    3 months ago

    Saskatoon, Canada Wellington-Altus Private Wealth Inc. Full time

    **Associate** **Location**:This position will be based out of our Saskatoon office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...

  • Office Administrator for the University of Saskatchewan Faculty Association

    3 weeks ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    Executive Assistant, University of Saskatchewan Faculty AssociationThe University of Saskatchewan Faculty Association seeks an administrative professional to provide support to the Executive and professional staff. Responsibilities include reception, communications, scheduling, and other general office duties.We require a self-motivated and organized...

  • Administrative Support Associate

    2 weeks ago

    Saskatoon, Saskatchewan, Canada straight razor touch barbershop Full time

    We are seeking a highly organized and detail-oriented Administrative Support Associate to join our team at Straight Razor Touch Barbershop. In this role, you will be responsible for providing exceptional customer service, managing front desk operations, and supporting our barbers in delivering an exceptional experience to our clients.Key...

  • Associate Dean

    3 months ago

    Saskatoon, Canada University of Saskatchewan Full time

    Associate Dean Engagement & Development – NursingThe College of Nursing, University of Saskatchewan invites applications from qualified individuals for the position of Associate Dean Engagement & Development. The Associate Dean, Engagement & Development is a member of the Dean’s Executive within the College of Nursing, and a Senior Administrator of the...

  • Administrative Coordinator

    7 months ago

    Saskatoon, Canada University of Saskatchewan Full time

    **Administrative Coordinator**: **Primary Purpose**: Reporting to the Associate Dean, Academic and will primarily support the Dental Hygiene Program under the Academic Office umbrella. This position is responsible for providing exemplary administrative support to ensure the smooth functioning of all operations, planning and coordination of daily operations...

  • Professional Legal Administrative Support Associate

    2 weeks ago

    Saskatoon, Saskatchewan, Canada Guide Me Immigration Consulting Inc. Full time

    Job SummaryWe are seeking a detail-oriented and organized Professional Legal Administrative Support Associate to join our team at Guide Me Immigration Consulting Inc.This is a permanent, full-time position offering a competitive salary of $45,000 per year, as well as a comprehensive benefits package including dental and health care plans.Key...

  • Scotiamcleod Administrative Associate

    5 months ago

    Saskatoon, Canada Scotiabank Full time

    Requisition ID: 198695 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Associate Administrator

    4 weeks ago

    Saskatoon, Saskatchewan, Saskatchewan, Canada HK Henderson Full time

    THE ROLEAs an Associate Administrator, you’ll gain valuable experience through cross-functional training and job shadowing, helping you build a strong foundation in the risk and insurance industry. Working closely with experienced team members, you’ll manage vehicle registrations, assist clients with inquiries, and process insurance-related transactions,...

  • Office Administrator

    3 months ago

    Saskatoon, Canada Saskatchewan Conservation and Development Association Full time

    JOB DESCRIPTION FOR THE POSITION OF **OFFICE ADMINISTRATOR** The Saskatchewan Conservation and Development Association Inc. (SCDA) requires a highly motivated Office Administrator to join our Saskatoon office's Agricultural Water Management (AWM) team. Your impact on our organization will be significant in several ways: **Clerical**: You will maintain...

  • Associate Dean, Academic – College of Nursing

    1 month ago

    Saskatoon, Canada The University of Saskatchewan College of Nursing Full time

    p>The University of Saskatchewan College of NursingAssociate Dean, Academic – College of NursingThe University of Saskatchewan College of Nursing is seeking a highly collaborative, strategic, and inclusive leader to serve as the Associate Dean, Academic (Associate Dean). The Associate Dean is a member of the Dean’s Executive within the College of Nursing...

  • Administrative Assistant

    6 months ago

    Saskatoon, Canada Raymond James Financial, Inc. Full time

    **Administrative Assistant** - 2400913 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Administrative Coordinator

    1 month ago

    Saskatoon, Canada University of Saskatchewan Full time

    **Administrative Coordinator**: **Primary Purpose**: The position will provide centralized oversight and manage the administration of Clinical Re-Orientation, OSCE examinations and Tutor Recruitment in the undergraduate medical education program. In relation to the three areas; the incumbent will provide administrative oversight to administrative...

  • Office Administrator

    6 months ago

    Saskatoon, Canada Paramedic Services Chiefs of Saskatchewan Incorporated Full time

    The Paramedic Services Chiefs of Saskatchewan (PSCS) works with the EMS profession and key stake holders to strengthen and advance EMS in Saskatchewan by ensuring high-quality, accountable patient care and to provide guidance, support, and a common voice on behalf of all ground emergency medical services members. PSCS represents 104 out of 106 ambulance...

  • Associate Dean, Academic – College of Nursing New

    2 months ago

    Saskatoon, Canada Cna Aiic Full time

    h3>Associate Dean, Academic – College of NursingThe University of Saskatchewan College of Nursing is seeking a highly collaborative, strategic and inclusive leader to serve as the Associate Dean, Academic (Associate Dean). The Associate Dean is a member of the Dean’s Executive within the College of Nursing, and a Senior Administrator of the University...

  • University of Saskatchewan – Associate Dean, Engagement and Development College of Nursing

    2 months ago

    Saskatoon, Canada Leaders International Full time

    h3>University of Saskatchewan – Associate Dean, Engagement and Development College of NursingThe University of Saskatchewan College of Nursing is seeking a highly collaborative, progressive and inclusive leader to serve as the inaugural Associate Dean, Engagement and Development (Associate Dean). The Associate Dean is a member of the Dean’s Executive...

  • Administrative Support Specialist

    4 weeks ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    Executive Assistant, University of Saskatchewan Faculty AssociationThe University of Saskatchewan Faculty Association seeks an Executive Assistant to provide administrative support to the USFA Executive and professional staff.Responsibilities include reception, clerical services, communications, scheduling, and organizing meetings, minute-taking, and...

  • Professional Support Associate

    2 weeks ago

    Saskatoon, Saskatchewan, Canada AST Logistics GmbH Full time

    Company OverviewAST Logistics GmbH is a leading logistics company based in Saskatoon, offering a dynamic and supportive work environment.We are currently seeking an experienced Professional Support Associate to join our team on a full-time or part-time basis. The role involves performing various administrative tasks, working closely with the team to ensure...