Junior Associate - Jobs in Calgary, AB

Job Description

Junior AssociateLocation: This position will be based TD Canada Trust Tower office in Calgary.Application Deadline: November 30, 2022Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canadas Best Managed Companies. With more than $21 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 2022 Brokerage Report Card

The Team:West Oak Family Office is a multi-family office located in Calgary Alberta with over $1 Billion in Assets Under Administration (AUA). More than a traditional wealth management offering, West Oak Family Office provides a platform for high and ultra-high-net-worth families which is fully integrated, independent, and dedicated to the families they serve, with a long-term focus on each family’s success.In addition to Wellington-Altus’ total rewards program, the West Oak team is pleased to offer benefits to their team such as maternity top-up, paid volunteer days, and a flexible remote-work program.Role Description:Wellington-Altus is currently recruiting for a Junior Associate to support the West Oak Family Office team in Calgary. Reporting to Andrew McQuiston, Kelly Demo, and Justin Charbonneau, the Associate will be a key resource to the team and will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the practice. This role provides a unique opportunity to be mentored by a team of award-winning industry leaders and is ideal for someone looking to gain hands-on knowledge and experience to grow a career in wealth management.Our ideal candidate is known for their collaborative, team-first work style and takes pride in their ability to take ownership of projects. Recognized for going above and beyond for your peers and clients, you focus on solving problems and process improvement make you a valuable and effective member of your team.Key Responsibilities include:

• Helping to manage office operations (ex: supply management, coordinating with HQ, greeting clients, expense tracking, etc.).
• Assisting in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation.
• Organizing and coordinating information, workflow, and other office activities; creating new or improve existing processes and procedures to ensure administrative effectiveness.
• Completing account processing activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.).
• Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
• Committing to rigorous follow-up relating to all client transactions to ensure proper processing and minimization of errors.
• Acting as a general resource person for clients (ex: printing statements, tax slips).
• Acting as a general resource person concerning the firm’s products, procedures, and policies; staying up to date on compliance bulletins.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing general administrative tasks (ex: prepare letters, client communication pieces, etc.).
• Preparing daily reports.
• Ensuring customer service standards/operational procedures are communicated and maintained.
• Developing strong employee relations and support while staying consistent and maintaining culture and branch rapport.
• Performing other duties as assigned.

The ideal candidate will possess:

• Post-secondary education in business administration, accounting, finance, or similar field of study.

• A minimum of three years’ industry experience, preferably in an administrative or operational capacity.
• Completion of CSC/CPH would be a strong asset.
• Registration as an IR or RR with IIROC is a strong asset
• Strong organizational skills, with the ability to proactively organize and manage a high volume of time-sensitive work with a high level of accuracy and attention to detail.
• Demonstrated ability to adapt quickly to changing needs and work requirements; stay up to date on all processes and procedures.
• Demonstrated exceptional work ethic with the ability to manage multiple, competing priorities.
• Proven ability to independently identify problems and make suggestions for improvement.
• Team and client-first attitude, with a commitment to providing extraordinary service to high-net-worth clients.
• A high level of proficiency in Microsoft Office tools; experience with financial tools would be an asset.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.If you require accommodation for the recruitment process, please let us know at the point of application.To apply:Click the Apply For This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.Quick Apply

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