Client-Facing Administrative Associate Position
Location
ottawa, on
Job Type
Full-time
Category
Other-General
Posted
June 18, 2026
Join Wellington-Altus in Ottawa as a Client-Facing Administrative Associate. This position emphasizes client service and administrative support in a thriving financial environment.
In this role, you will report to lead advisors, providing operational backing and assisting in managing client interactions. Your strong interpersonal skills and experience in a regulated industry will aid in transitioning client requests smoothly. Wellington-Altus values integrity and exceptional service, making this position crucial in building lasting client relationships.
Key Responsibilities:
• Respond to client inquiries and concerns promptly
• Assist in the preparation for client meetings
• Maintain accurate and compliant client files
• Prepare account-opening documentation as needed
• Track team expenses and office operations
Requirements:
• Bachelor’s degree or college diploma in business-related field
• 3-5 years of relevant administrative experience
• Familiarity w...
In this role, you will report to lead advisors, providing operational backing and assisting in managing client interactions. Your strong interpersonal skills and experience in a regulated industry will aid in transitioning client requests smoothly. Wellington-Altus values integrity and exceptional service, making this position crucial in building lasting client relationships.
Key Responsibilities:
• Respond to client inquiries and concerns promptly
• Assist in the preparation for client meetings
• Maintain accurate and compliant client files
• Prepare account-opening documentation as needed
• Track team expenses and office operations
Requirements:
• Bachelor’s degree or college diploma in business-related field
• 3-5 years of relevant administrative experience
• Familiarity w...