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Added 6 mins ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 6 mins ago
WM
Office Administrator
Waste Management, Inc. (WM)
Brampton, ON
- Full-time
Added 21 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Prince George, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 36 mins ago
OD
Administrative Assistant
Overhead Door
Saskatoon, SK
- Full-time
Role: We have an immediate opening for an Administrative Assistant located in the Saskatoon Branch. Reporting to the General Manager, the Receptionist/administrative Assistant is…
Added 51 mins ago
R
Assistant Branch Manager
RBC
Prince George, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 1 hour ago
T
Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
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Personal Banking Associate Trainee
TD
Bowmanville, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
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Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
HP
Administration, Finance and Operations Coordinator
HR Project Partners Inc.
Labrador City, NL
- Full-time
Finance and Operations Coordinator on behalf of one of our clients. Reporting to the Controller and functionally to the Branch – Operations Manager, the Administration, Finance and…
Added 1 hour ago
AE
Operations Supervisor
Avenir Energy
Truro, NS
- Full-time
Travel regularly to branch locations across Atlantic Canada to support operational consistency, staff engagement, safety initiatives, and business needs.
Added 1 hour ago
AE
Operations Supervisor
Avenir Energy
Dartmouth, NS
- Full-time
Travel regularly to branch locations across Atlantic Canada to support operational consistency, staff engagement, safety initiatives, and business needs.
Added 1 hour ago
AE
Operations Supervisor
Avenir Energy
Moncton, NB
- Full-time
Travel regularly to branch locations across Atlantic Canada to support operational consistency, staff engagement, safety initiatives, and business needs.
Added 1 hour ago
AE
Operations Supervisor
Avenir Energy
New Glasgow, NS
- Full-time
Travel regularly to branch locations across Atlantic Canada to support operational consistency, staff engagement, safety initiatives, and business needs.
Added 1 hour ago
W
Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required by management.
Added 1 hour ago
Financial Advisor (Sardis Branch)
First West
Chilliwack, BC
Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit…
Added 2 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
…initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to…
Added 2 hours ago
RB
Assistant Branch Manager Intern, Bloor & Yonge Branch
Royal Bank of Canada
Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 2 hours ago
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Assistant Branch Manager Intern, Bloor & Yonge Branch
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Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
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Employee Relations Investigator - LR Consultant 1
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Experience with union contract administration and interpretation.
Added 2 hours ago
Office Administrator
Price Industries Limited
Hamilton, ON
The Office Administrator plays a key role in supporting the day-to-day operations of the branch. This position serves as the administrative hub of the office, providing support across…
Added 2 hours ago
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Customer Experience Associate
TD
Calgary, AB
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
T
Personal Banking Associate
TD
AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
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Customer Experience Associate
TD
New Hamburg, ON
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…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…

Wellington-Altus

Business Administration Support

Burlington, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 2026
Experience: 3+ years’ experience in a client-service facing role.
Posting language: English
Posted: Oct 28, 2026

Original job description

Location: This position will be based in our Toronto Corporate 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 opportunity:

The role of Business Administration Support, who reports to the Branch Administration Manager (BAM), is responsible for effectively managing all administrative aspects of the branch operations. This includes the provision of operational and administrative support to the branch, in addition to consistent demonstration of exceptional internal and external client service.

Key responsibilities include:

Overseeing and managing the smooth day to day branch operations and administration including maintenance of office, office equipment, tidiness of common areas, ensuring adequate inventory of office and kitchen supplies.
Acting as the branch primary point of contact for staff regarding any office maintenance issues.
Preparing correspondence and various documents such as reports, presentations, meeting agendas, and minutes.
Organizing and coordinating information, workflow, and other office activities; creating new or improve existing processes and procedures to ensure administrative effectiveness.
Coordinating office functions and events.
Coordinating the delivery and pick up of mail and couriers.
Performing cheque deposits.
Acting as a general resource person concerning the firm’s products, procedures, and policies.
Ensuring customer service standards/operational procedures are communicated and maintained.
Greeting clients, responding to client phone calls and emails in a timely and friendly manner.
Assisting Advisors in preparing for client meetings, booking meetings and/or boardrooms and scheduling client appointments.
Developing strong employee relations and support while staying consistent and maintaining culture and branch rapport.
Act as a general resource person for clients (ex: printing statements, tax slips).
Performing general administrative tasks (ex: prepare letters, client communications pieces).
Performing other duties as assigned by the BAM, SRBAM, & SVP to support the Branch.

The ideal candidate will possess:

A diploma in business administration, accounting, finance, or similar field of study is an asset
3+ years’ experience in a client-service facing role.
Experience in the wealth management industry is preferred.
Equivalent combination of education and experience may be considered.
Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Excellent attention to detail and problem-solving skills.
Exemplary interpersonal skills: an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Strong organizational and administrative skills and able to manage a large volume of competing priorities.
Ability to maintain the highest levels of confidentiality.
A reliable, consistent work ethic.
A client/advisor-focused attitude, with a commitment to providing extraordinary service.

Compensation & Benefits:

Range $45,000 - $50,000 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.
Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

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 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.

Apply About employer

More about this job

Responsibilities

Manage day-to-day branch operations, office administration, supplies, maintenance, mail, courier services, and administrative processes. Provide responsive support to clients, advisors, and staff, including coordinating meetings and events, preparing documents, and maintaining high service standards.

Requirements

The role seeks at least three years of client-facing experience, with wealth management experience preferred, and a diploma in business administration, accounting, finance, or a similar field considered an asset. Candidates should be proficient in Microsoft Office, communicate and collaborate effectively, manage competing priorities, maintain confidentiality, and demonstrate strong organizational, problem-solving, and client-service skills.

Skills

Branch Administration
Office Operations
Client Service
Administrative Support
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams
Microsoft Outlook
Communication
Organization
Attention to Detail
Problem-Solving
Confidentiality
Event Coordination
Wealth Management

Benefits

Health Insurance
Accident Insurance
Life Insurance
Discretionary Bonuses
Other Location-Specific Benefits

Visa sponsorship

Not detected in the job text

Keywords

Branch Operations
Business Administration
Wealth Management
Financial Services
Client Service
Advisor Support
Office Administration
Office Maintenance
Inventory Management
Correspondence
Reports
Presentations
Meeting Agendas
Meeting Minutes
Process Improvement
Event Coordination
Mail and Courier Coordination
Cheque Deposits
Client Communications
Appointment Scheduling
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams
Microsoft Outlook
Confidentiality
Problem-Solving

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