Administrative Associate

Wellington-Altus • Winnipeg, MB

8d • Onsite

About The Position

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 $45 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. The Administrative Associate, reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, provides administrative and client service support to the team. This role is responsible for maintaining client information, preparing meeting materials, supporting client communications, and assisting with ongoing account management and reporting. The position will primarily support a segment of the team’s client base, including less complex client relationships, while ensuring a high level of organization, accuracy, and responsiveness. The ideal candidate is detail-oriented, dependable, and comfortable managing a variety of administrative and client service tasks in a team environment. This role offers the opportunity to develop knowledge in financial planning and wealth management within a supportive team environment.

Requirements

• Completion of the Canadian Securities Course (CSC) or CIRE exams is required or must be in progress at time of hire and completed within the first 3–6 months of employment.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams).
• Comfortable working with CRM systems and client management tools.
• Strong ability to learn and adapt to new systems and technology.
• Clear and effective communication skills (written, phone, and in-person).
• Maintains a high level of discretion and confidentiality when handling client information.
• Proficient with standard office and financial systems (e.g., CRM tools, Microsoft Office).
• 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.

Nice To Haves

• Post-secondary education is an asset.
• Equivalent combination of education and relevant work experience will be considered.
• Experience in financial services or wealth management is an asset.
• Experience with CRM systems is an asset.
• Exposure to client reporting or account administration is beneficial.
• Familiarity with discretionary model trading processes is an asset, or willingness to learn.
• Experience with financial planning or wealth management software is an asset.
• Exposure to or willingness to learn discretionary model trading processes is considered an asset.

Responsibilities

• Support the preparation of client meetings, including assembling meeting materials, updating client information, and documenting follow-ups.
• Maintain accurate and up-to-date client records across internal systems and planning tools.
• Assist with onboarding new clients, including preparing account documentation and coordinating required information.
• Input client data into reporting systems and assist in generating client reports.
• Coordinate client communications, including scheduling meetings, responding to routine inquiries, and following up on outstanding items.
• Support ongoing account administration, including processing requests and liaising with internal partners as needed.
• Assist in managing a segment of the team’s client base by handling day-to-day service needs and ensuring timely responses.
• Coordinate client touchpoints and service activities (e.g., periodic reviews, client events, and general client experience initiatives).
• Work collaboratively with team members to support overall client service and operational efficiency.
• Contribute to team projects and process improvements as required.
• Perform other administrative and client service duties as assigned.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed