Overview
Administrative Associate Jobs in Winnipeg, Canada at Wellington-Altus Financial Inc.
Location
This posting is for an existing vacancy in Wellington-Altus’ Winnipeg 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 $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.
* Investment Executive 2025 Brokerage Report Card.
The Opportunity
Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Administrative Associate 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.
Key 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.
Ideal Candidate
- Post‑secondary education is an asset.
- Equivalent combination of education and relevant work experience will be considered.
- 2 – 4 years of experience in an administrative, client service, or wealth management support role preferred.
- 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.
- Completion of the Canadian Securities Course (CSC) or CIRE exams is required or must be in progress at the 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 (experience with financial planning or wealth management software is an asset).
- 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).
- Exposure to or willingness to learn discretionary model trading processes is considered an asset.
Conditions of Employment
- Must be legally eligible to work in…
Title: Administrative Associate
Company: Wellington-Altus Financial Inc.
Location: Winnipeg, Canada
Category:
