Senior Branch Administrator

Wellington-Altus; Calgary; On-site; CAD 60,000 - 85,000; Full time

Job summary

Wellington-Altus Calgary is seeking a Senior Branch Administrator to manage day‑to‑day branch operations and provide administrative support to investment advisors, ensuring exceptional client service, accuracy, and compliance.

The ideal candidate has a business/finance degree (asset), 3–5 years in financial services, strong MS Office proficiency (Word, Excel, PowerPoint, Teams, Outlook), and excellent communication and organizational skills.

Qualifications

• A degree in business administration, accounting, finance, or similar field of study is an asset.
• Valid CSC/CPH or Canadian Investment Regulatory Exam (CIRE) is considered an asset.
• Demonstrated experience in the financial services brokerage industry for at least 3-5 years.
• Proficiency with MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.

Responsibilities

• Oversee and manage day-to-day branch operations and administration, including maintenance of office equipment and supplies, and coordination of office functions and events.
• Identify opportunities for increased efficiency, assist advisors with client meetings, account opening, and provide general support as needed.
• Act as the branch resource for policies and procedures, communicating and assisting with initiatives from head office and the regional leadership team.
• Facilitate banking functions and account processing activities, cover reception, and warmly greet clients, ensuring the highest standards of customer service.
• Maintain and build sustainable relationships with all stakeholders through open and interactive communication.
• Assist with overseeing the training of all support staff in the branch, ensuring a high-performing and collaborative team.
• Partner with the Regional Leadership and Advisory Teams to efficiently and effectively manage the branch.
• Cultivate a positive culture, develop strong employee relations, and maintain excellent communication by treating employees fairly and consistently.

Skills

Interpersonal skills

Organizational skills

Problem solving

Attention to detail

Accountability

Education

Business administration degree

Finance degree

CSC/CPH or CIRE asset

Tools

MS Office

Word

Excel

PowerPoint

Teams

Outlook

Job description

Location:

This posting is for an existing vacancy in Wellington-Altus’ Calgary office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

• Report on Business 2025 rankings.
• Investment Executive 2026 Brokerage Report Card.

The opportunity:

Reporting to the Senior Regional Business Administration Manager, the Senior Branch Administrator is accountable for effectively managing all administrative aspects of the branch operations. This includes the provision of operational and administrative support to the branch and investment advisors. Consistent demonstration of exceptional internal and external client service, adherence to compliance and audit requirements.

Key responsibilities include:

• Oversee and manage day-to-day branch operations and administration, including maintenance of office equipment and supplies, and coordination of office functions and events.
• Identify opportunities for increased efficiency, assist advisors with client meetings, account opening, and provide general support as needed.
• Act as the branch resource for policies and procedures, communicating and assisting with initiatives from head office and the regional leadership team.
• Facilitate banking functions and account processing activities, cover reception, and warmly greet clients, ensuring the highest standards of customer service.
• Maintain and build sustainable relationships with all stakeholders through open and interactive communication.
• Assist with overseeing the training of all support staff in the branch, ensuring a high-performing and collaborative team.
• Partner with the Regional Leadership and Advisory Teams to efficiently and effectively manage the branch.
• Cultivate a positive culture, develop strong employee relations, and maintain excellent communication by treating employees fairly and consistently.
• Perform other duties as assigned.

The ideal candidate will possess:

• A degree in business administration, accounting, finance, or similar field of study is an asset.
• Valid CSC/CPH or Canadian Investment Regulatory Exam (CIRE) is considered an asset.
• Demonstrated experience in the financial services brokerage industry for at least 3-5 years.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• An excellent attention to detail.
• Reliable, consistent, and with an exceptionally strong work ethic.
• Strong interpersonal skills to effectively support staff and possess demonstrated skills to meet the needs of staff in a highly competitive environment where staff and client mobility is high.
• 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.

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.