Role Description:
Wellington-Altus is currently recruiting for an Associate. Reporting to a Portfolio Manager, the Associate will act as a resource person for clients and assist the Portfolio Manager with administrative tasks related to managing client accounts.

As the Portfolio Associate, you will:
• Assist in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation
• Complete account processing activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.)
• Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers)
• Commit to rigorous follow-up relating to all client transactions to ensure proper processing and minimize errors
• Act as a general resource person for clients (ex: printing statements, tax slips)
• Have a strong understanding of the firm’s procedures and policies
• Act as a lead on team projects
• Maintain client files, ensure that all documentation and notes are compliant with industry regulations
• Perform general administrative tasks (ex: prepare letters, client communication pieces, etc.)
• Attend client events
• Perform other duties as assigned

Your education and qualifications include:
• Diploma in business administration, accounting, finance, or similar field of study
• Professional designation such as PFP or CFP considered an asset
• Minimum of one year of industry experience, preferably in an administrative or operational capacity
• Strong organizational skills with excellent attention to detail
• Demonstrated, reliable work ethic with the ability to manage multiple, competing priorities
• Ability to adapt quickly to changing needs and work requirements
• Customer-focused attitude with a commitment to providing extraordinary service to high net worth clients

Conditions of Employment:
• Must be legally eligible to work in Canada

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.