Job Description
Associate
Location: Wellington-Altus’ Ottawa office.
About the Role
Reporting to the Senior Wealth Advisors & Portfolio Managers, the Associate serves as a resource person for clients and assists Investment Advisors with administrative tasks and transaction processing related to managing client accounts. The Associate plays a key role in delivering exceptional client service, supporting advisors in meeting preparation and follow‑up, and ensuring all activities are completed accurately and in accordance with firm policies and applicable regulatory requirements.
Key Responsibilities
- Build and maintain strong client relationships through regular, responsive communication and proactive support; address inquiries, concerns, and service requests promptly.
- Assist advisors in preparing client meetings, including account opening documentation, meeting packages, and product or account research as required.
- Complete acc...