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Added 5 mins ago
C
Manager Client Advise - Sherbrooke
CIBC
Sherbrooke, QC
- Full-time
As a member of the Personal and Business Banking team, you’ll develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an…
Added 5 mins ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 5 mins ago
BC
Project Manager - Buildings West
Bird Construction
Edmonton, AB
- Full-time
Project Manager - Buildings WestReporting to the Director of Operations, the Project Manager - Buildings West will be responsible for total project delivery including planning, execution…
Added 5 mins ago
Director, Senior Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
The Senior Product Manager is accountable for the strategy, roadmap, and success of a significant Capital Markets product or complex business capability. The role partners with business,…
Added 5 mins ago
Senior Manager and Team Lead, Credit Risk, Retail
Scotiabank
ON · Mississauga, ON
The Senior Manager and Team Lead, Credit Risk leads a team within ACE and is accountable for translating business strategy into clear priorities, sustained operational performance and a…
Added 5 mins ago
Senior Manager, Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
Senior Manager, Product Manager, Global Capital Markets (GCM) Transformation – Toronto, ON
Added 5 mins ago
LM
Manager, Workplace Operations & Executive Support - Canada
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
The Manager, Workplace Operations & Executive Support, Canada leads the safe, effective and consistent operation of Liberty Mutual Canada workplaces and the Canadian Centralized Executive…
Added 5 mins ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 5 mins ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
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- Remote
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Added 5 mins ago
Production Supervisor
Aecon
Cambridge, ON
Ensure you and your family receive the services and benefits needed to support your mental, emotional, and physical well-being.
Added 5 mins ago
PG
Manager, Media Planning
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- Full-time
As a Planning Manager at Spark, you will oversee a team of media professionals in developing ideas and activations that drive human connections. You will lead the team in pursuing…
Added 5 mins ago
QM
Technicien(ne) comptable / Accounting Technician
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- $60,000 to $65,000 CAD / year
- Full-time
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Added 5 mins ago
CF
Senior Manager, Military Family Services (Paid Relocation to Cold Lake, AB)
Canadian Forces Morale and Welfare Services
Cold Lake, AB
- $112,490 to $140,650 CAD / year
- Full-time
The Senior Manager, Military Family Services will plan, oversee, manage, assess and implement the delivery of Military Family Services Program (MFSP) and will provide advice and guidance on…
Added 5 mins ago
FR
Account Manager
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Mississauga, ON
- $75,000 to $85,000 CAD / year
- Full-time
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Added 20 mins ago
M&
Account Manager/Executive- HR Division
McLean & Company
Toronto, ON
- Full-time
Identify client needs that align with our Workshop, Executive Services, Consulting, and Training offerings.
Added 20 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Thunder Bay, ON
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 20 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Prince George, BC
- Full-time
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Added 20 mins ago
CH
Registered Dietitian Practice Lead
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Consultation with the Therapy Care Supervisor (TBD) and Therapy Client Services Manager to resolve discipline-specific performance issues
Added 20 mins ago
CH
Uncertified Health Care Aide - Brandon
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Brandon, MB
- Part-time
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Added 20 mins ago
LI
Scaled Customer Success Manager
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Remote, Canada
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Added 20 mins ago
A
Senior Manager, Business Human Resources - Allergan Aesthetics (18 month contract)
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Added 20 mins ago
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ACCES Employment
Newmarket, ON
Program: Integrated Employment Services (IES)
Added 36 mins ago
A
Estates Administrator, Temporary
Aviso
Vancouver, BC
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 36 mins ago
QM
Retail Assistant Manager
Quantum Management Services Ltd.
Toronto, ON
- $28 CAD / hour
- Contract
Our client is seeking a detail-oriented Retail Assistant Manager to oversee daily retail activities. The role focuses on store operations, customer service, inventory management, vendor…
Added 36 mins ago
A
Estates Administrator, Temporary
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…

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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