Business Administration Support
- Burlington, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 3+ years’ experience in a client-service facing role.
- Posting language
- English
- Posted
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.
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:
If you require accommodation for the recruitment process, please let us know at the point of application.
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 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.
- 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.
- 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.
- 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.
If you require accommodation for the recruitment process, please let us know at the point of application.
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
Categories
- Administrative
- Customer Service & Support
- Finance & Accounting
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