Job Title

Associ bilingue (Ceci est un poste temps partiel) Emplacement: bureau de Moncton. Notre organisation Fonde en 2017, la Financire WellingtonAltus (WellingtonAltus) est la socit mre de WellingtonAltus Private Counsel Inc., WellingtonAltus USA Inc., WellingtonAltus Insurance Inc., WellingtonAltus Group Solutions Inc., Independent Advisor Solutions Inc., et WellingtonAltus Private Wealth Inc.le courtier dinvestissement le mieux cot* au Canada et lune des socits les mieux gres au Canada. Avec prs de 40milliards de dollars dactifs sous gestion et des bureaux partout au pays, WellingtonAltus sidentifie avec des conseillers et des gestionnaires de portefeuille entreprenants et leurs clients valeur nette leve. Investment Executive 2025 Brokerage Report Card. Loccasion Reporting to the Senior Wealth Advisor & Associate Portfolio Manager & the Investment Advisor, the Bilingual Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. As a key member of the Hannay Group Private Wealth Team, the Bilingual Associate plays an integral role in managing client relationships and delivering superior customer service to Hannay Group Private Wealths high and ultrahighnetworth clients. The Bilingual Associate will act as a resource person for Advisors on the team, and will do so by completing administrative tasks, reporting, and accountrelated activities for the team. Key responsibilities include Client Service Support Assist licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records. Serve as a point of contact for clients and ensure their needs are addressed promptly and effectively. Act as a liaison between clients and licensed professionals, conveying messages and coordinating followup actions. Administrative and Operational Support Act as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips). Complete a variety of administrative tasks related to account management such as preparing Docusign information. Prepare daily reports for the Investment Associates and Investment Advisors. Provide information, where requested and approved by an Associate or Advisor, on the status of a clients account and provide account balances, quotes and other marketing information. Maintain client files, ensuring that all documentation and notes are compliant with industry regulations. Perform general administrative tasks (ex: prepare letters, client communication pieces, etc.). Proactively stay informed and up to date regarding Company policies and procedures and compliance updates. The ideal candidate will possess A college diploma or bachelors degree in business administration, accounting, finance (or related field), or equivalent work experience. 1 year experience in a customer/clientservice facing role. Equivalent combination of education and experience may be considered. Experience in wealth management or other regulated industry is a strong asset. Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook. Proficiency with spreadsheets, graphing and charting. Required proficiency in both spoken and written French Language. Interested in the completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is considered an asset. Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing daytoday work and longterm goals. Commitment to ethical conduct and integrity in all client interactions. Excellent attitude and commitment to providing extraordinary service. Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (inperson, over the phone, and virtually). Excellent problemsolving skills. Strong organizational skills. A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities. Strong critical thinking and written and verbal communication skills. Ability to maintain the highest levels of confidentiality. 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. WellingtonAltus Private Wealth 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 WellingtonAltus can be found on our website at . #J-18808-Ljbffr