Job Description
Become a Financial Services Associate at Wellington-Altus in Kanata, focusing on providing top-tier client support and transaction processing. This full-time role is integral to the client advisory experience.
In this Associate position, you will report to the Senior Wealth Advisor and act as a frontline resource for client interactions. Your responsibilities will include managing client accounts, processing transactions, and adhering to regulatory standards. You will ensure that Wellington-Altus maintains its reputation for outstanding client service and compliance.
Key Responsibilities:
• Develop and maintain client relationships through timely communication
• Process trades and manage account transactions accurately
• Keep client files compliant and up-to-date
• Conduct research for advisors and support meeting preparations
• Follow up rigorously on transaction processing to minimize errors
Requirements:
• Bachelor's degree or relevant work experience
•...
In this Associate position, you will report to the Senior Wealth Advisor and act as a frontline resource for client interactions. Your responsibilities will include managing client accounts, processing transactions, and adhering to regulatory standards. You will ensure that Wellington-Altus maintains its reputation for outstanding client service and compliance.
Key Responsibilities:
• Develop and maintain client relationships through timely communication
• Process trades and manage account transactions accurately
• Keep client files compliant and up-to-date
• Conduct research for advisors and support meeting preparations
• Follow up rigorously on transaction processing to minimize errors
Requirements:
• Bachelor's degree or relevant work experience
•...
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