Advance your career in wealth management as an Associate with Wellington-Altus in Nanaimo. Provide exceptional client service, administrative support, and contribute to business development efforts that drive success.
In this position, you will report to the Senior Wealth Advisor and will be an integral resource for client services and operational support. You will engage clients through diligent follow-ups, oversee account maintenance, and coordinate business development initiatives that propel asset growth.
Key Responsibilities:
• Serve as a point of contact for client inquiries
• Assist in onboarding and ongoing account management
• Participate in tracking client engagement and pipeline progress
• Prepare reports and documentation needed by the advisor
• Maintain compliance with industry regulations
Requirements:
• Bachelor’s or master’s degree in finance or business
• 2+ years’ experience in financial services
• Strong proficiency in MSOffice applic...