Administrative Associate

Location:
this in-office position will be located in our Calgary 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 over $40 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 2025 Brokerage Report Card.

The opportunity:
As a key member of the West Oak Family Office (West Oak) team, the
Administrative Associate
participates in a broad range of administrative tasks and operational projects to support the efficient and successful operation of West Oak. This role acts as a resource for Associates and Senior Portfolio Managers in managing client relationships and delivering exceptional investment management and family office services to West Oak's high and ultra-high-net-worth clients.

Key responsibilities include:

• Acting as a general administrative and operational resource for Associates and Portfolio Managers, completing administrative duties and account-related activities for the team.
• Completing administrative tasks related to account management, including completing forms and preparing Docusign information.
• Preparing ad hoc and regular reports.
• Providing client account information, where requested and approved by an Associate, on the status of a client's account and provide account balances.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Assisting Associates in the preparing for client meetings, including preparation of meeting materials, account opening documentation, product research, reports, etc.
• Performing general administrative tasks (ex: preparing letters, sending emails, preparing client communications).
• Proactively staying informed and up to date regarding Company policies and procedures and compliance updates.
• Performing other duties and projects, as assigned.

The ideal candidate will possess:

• Bachelor's degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
• Minimum of two year's industry experience, preferably in an administrative or operational capacity.
• Completion of CSC and CPH considered an asset.
• IR licensed or progressing toward licensing considered an asset.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Demonstrates a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
• Detail-oriented, with strong analytical and problem-solving skills.
• Excellent attitude and commitment to providing exceptional service.
• Exceptional communication and interpersonal skills across multiple mediums (in-person, phone, virtual) and a high level of professionalism.
• Strong organization skills and demonstrated ability to manage a high volume of competing priorities and prioritize effectively.

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.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-