Wealth Management Investment Associate Position

Advance your career with Wellington-Altus in Vernon as an Investment Associate, where you'll focus on wealth management and client service excellence. This role is tailored for individuals eager to grow in a compliance-driven environment.
In this key position, you'll provide crucial support for portfolio administration, client inquiries, and service request management. The Investment Associate plays a pivotal role in ensuring clients experience efficient service while adhering to regulatory requirements. This opportunity is ideal for those seeking to deepen their investment knowledge and build professional relationships.
Key Responsibilities:
• Maintain strong relationships and provide client support
• Execute client account transactions and manage trades
• Conduct follow-up on all transactions for accuracy
• Support compliance through timely documentation and updates
• Gather industry information to assist the advisory team
Requirements:
• Degree in business...