Associate

Job summary

The Associate supports the portfolio management team by managing account administration, client onboarding, and operational workflows. They also leverage technology and data analysis to streamline processes and enhance the overall client experience.

Job details

Associate Location: This position will be based in Calgary, Alberta. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated** investment dealer in Canada. With more than $50 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. *Report on Business 2025 rankings. **Investment Executive 2026 Brokerage Report Card. The Team: The Trivest Wealth Counsel [https://advisor.wellington-altus.ca/trivestwealthcounsel/] team at Wellington-Altus Private Counsel offers a boutique approach to managing wealth backstopped by the significant resources of over $50 billion independent investment dealer firm and affiliates with offices across Canada. The opportunity: Reporting to Senior Portfolio Managers at Trivest Wealth Counsel [https://advisor.wellington-altus.ca/trivestwealthcounsel/], the Associate supports an ICPM team practice by managing account administration, client onboarding, operational workflows, and portfolio support activities. Working closely with the Portfolio Manager, the Associate is responsible for ensuring a high standard of accuracy, organization, and efficiency across all client-related processes. The role also leverages technology, data analysis, and automation tools to streamline workflows, improve reporting, and enhance the overall client and team experience. Key responsibilities include: * Technology & Process Improvement * Prepare and maintain reports, spreadsheets, and tracking tools to support business operations. * Leverage technology and productivity tools, including Microsoft Copilot, to improve efficiency and organization. * Identify opportunities to streamline processes and enhance workflow effectiveness. * Support operational initiatives and continuous improvement efforts across the practice. * Client Administration & Operations * Coordinate account opening and maintenance activities, ensuring accurate and timely completion of documentation and client records. * Manage account administration, transfers, cash movements, and other client service requests. * Maintain CRM data, spreadsheets, and operational tracking tools with a high degree of accuracy. * Monitor outstanding requests and proactively follow up with custodians and service providers to ensure timely resolution. * Act as a strong advocate for clients and the practice by confidently challenging, escalating, and resolving issues with custodians and external partners when service levels or outcomes do not meet expectations. * Portfolio & Practice Support * Support the Portfolio Managers with portfolio administration, reporting, research, and monitoring activities. * Prepare reports, spreadsheets, analyses, and meeting materials to support client reviews and business operations. * Conduct research on investment products, markets, industry developments, and operational processes as required. * Assist with marketing initiatives, presentations, and practice management projects. The ideal candidate will possess: * Post-secondary education in Computer Science, business, finance, or any related discipline. * 2- 4 years’ financial services industry experience working in a high growth environment. * 2- 4 years’ experience in a customer/client-service facing role. * Equivalent combination of education and experience may be considered. * Previous experience in wealth management, financial services, operations, or administration is an asset. * Strong Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams) * Advanced proficiency in Microsoft Excel, including PivotTables, lookups, formulas, and data analysis. * Experience or demonstrated interest in AI tools (Co-Pilot), automation, and process improvement technologies. * Highly detail-oriented and exceptionally organized. * Technology-savvy with a strong aptitude for systems, data, and process optimization. * Resourceful, proactive, and comfortable working independently. * Confident in challenging issues, escalating concerns, and holding external partners accountable when required. * Eager to learn and grow within a high-performing Private Counsel team. * Demonstrates initiative, sound judgment, and a commitment to operational excellence. * Professional, with a high level of integrity and confidentiality. * Positive attitude and commitment to delivering high-quality client experience. * Strong ability to learn and adapt to new systems and technology. 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. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at https://www.wellington-altus.ca [https://www.wellington-altus.ca].

What you’ll do

The Associate supports the portfolio management team by managing account administration, client onboarding, and operational workflows. They also leverage technology and data analysis to streamline processes and enhance the overall client experience.

Requirements

The ideal candidate holds post-secondary education in a related discipline and has 2-4 years of experience in the financial services industry. Strong proficiency in Microsoft Office, particularly Excel, and a detail-oriented approach to process optimization are required.

Listed skills

• Customer service · Preferred
• Client Onboarding · Preferred
• CRM Management · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Reporting · Preferred
• Account Administration · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account administration
• Client onboarding
• Operational workflows
• Portfolio support
• Microsoft Excel
• Data analysis
• Process improvement
• CRM management
• Investment research
• Microsoft Copilot
• Automation tools
• Reporting
• Client service
• Financial services
• Documentation management
• Report Writing
• Resourcefulness
• Business Operations
• Workflow Management
• Positivity
• Willingness To Learn
• Advocacy
• Client Onboarding
• Microsoft Word
• Research
• Artificial Intelligence
• Data Analysis
• Automation
• Brokerage
• Customer Relationship Management
• Corporate Finance
• Investments
• Spreadsheets
• Computer Science
• Confidentiality
• Continuous Improvement Process
• Equities
• Financial Services
• Financial Planning
• Marketing
• Microsoft Outlook
• Operational Excellence
• Operations
• Portfolio Management
• Microsoft PowerPoint
• Practice Management
• Presentations
• Wealth Management
• Process Optimization
• Productivity Software

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Data & Analytics
• Associate
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