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Associate

2 weeks 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 Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 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 Team: Harvey Morrison Private Wealth**

Our Institutional Approach to Wealth Management uses a conservative, diversified formula based on the same foundations as the largest money managers in the world. This approach uses public and private equity as well as, real estate - over and above the traditional stocks and bonds, that are used by most brokers. This strategy incorporates private real estate, private equity, alternative income strategies* with passive and active management strategies. This provides greater portfolio diversification to reduce overall portfolio volatility which provides an opportunity for enhanced returns for you.

We look forward to providing holistic advice for all of your wealth needs including retirement planning, business succession planning, tax, insurance and estate planning.

**The opportunity**:
Reporting to Senior Investment Advisors at Harvey Morrison Private Wealth, the 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).
- 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, etc.).
- Proactively stay informed and up to date regarding Company policies and procedures and compliance updates.
- Performing other duties as assigned.
- 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 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 requir