Wealth Management Associate

8 hours ago


Calgary, Alberta, Canada Vesta Wealth Partners Full time

Vesta Wealth Partners Ltd. is a Calgary-based wealth management firm offering a unique array of active, passive, factor-based, and alternatives solutions. Our team works closely with clients to construct optimal portfolios. As a Client Administration Associate, you will be responsible for supporting our clients' needs and contributing to the success of our firm. Key responsibilities include:

* Providing exceptional client service and support
* Assisting with portfolio administration and management
* Collaborating with our team to achieve business objectives

If you are a detail-oriented and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity. You will have the chance to work with a dynamic team and contribute to the growth and success of our firm.



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