Client Service Administrator Opportunity

Elevate your career with Wellington-Altus Financial as a Client Service Administrator in Winnipeg. Focus on pivotal administrative support to enhance our client services across multiple channels.
In this Administrative Associate role, you will report to the Senior Wealth Advisor, aiding them in managing various client relationships through excellent organization and service. Your tasks will include preparing materials for client meetings and assisting with ongoing account management in a dynamic team setting.
Key Responsibilities:
• Support preparation of client meetings and documentation
• Maintain internal systems with updated client information
• Assist in onboarding clients and account management
• Generate reports and input data into systems
• Respond to client inquiries and coordinate communication
Requirements:
• Minimum 2 years in an administrative client service role
• Experience with Microsoft Office and CRM tools
• Background in financial ser...