Administrative Associate, (LeBlanc Family Wealth)
Location:
This posting is for an existing vacancy in Wellington-Altus’ Kingston office.
Our organization:
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.
- Investment Executive 2026 Brokerage Report Card.
- Report on Business 2026 rankings.
The Team:
LeBlanc Family Wealth empowers you with personalized strategies, proactive guidance, and lifelong education so you can navigate life’s transitions with clarity, confidence, and lasting peace of mind.
We go beyond traditional planning by building long-term partnerships rooted in trust, transparency, and a commitment to complete financial well-being.
The opportunity:
Reporting to Senior Portfolio Manager, the Administrative Associate at LeBlanc Family Wealth will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. The role will act as a resource person for Associates and Advisors on the team, and will do so by completing administrative tasks, reporting, and account-related 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 follow-up actions.
- Address client inquiries, concerns, and service requests in a timely and professional manner.
- Work with advisors to develop and distribute client communication.
- Administrative and Operational Support
- Act as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips).
- Assist in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation.
- 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 client’s 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.
- Support office operations through supply ordering, managing courier service, deposits, etc.
- Perform other duties as assigned.
The ideal candidate will possess:
- A college diploma or bachelor’s degree in business administration, or equivalent work experience.
- 3-5 years’ financial services industry experience, working in a high growth environment.
- Equivalent combination of education and experience may be considered.
- Experience in the wealth management sector or other regulated industry is an asset.
- Currently registered with CIRO as a Registered Representative (RR) or meets the requirements to register (Valid CSC/CPH/WME or Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE), and a degree or diploma from an accredited post-secondary institution and willingness to become licensed in short order.
- A commitment to fulfilling Continuing Education (CE) requirements.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience working with client relationship management tools.
- Experience working with Croesus is considered an asset.
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
- Client-focused attitude with a commitment to providing extraordinary service to high-net-worth clients.
- Ability to maintain composure and communicate effectively in high-stress and high-volume situations.
- Excellent attention to detail.
- Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- Excellent problem-solving 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.
- An ability to maintain the highest levels of confidentiality.
Compensation & Benefits:
- $65,000-$85,000 annually.
- This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.
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.
- Must be able to travel up to 2-5% of the time across Canada.
Wellington-Altus 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. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at https://wellington-altus.ca/.
