Toronto Private Wealth Office Administrator

Wellington-Altus; Toronto; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Accident insurance

Life insurance

Job summary

Wellington-Altus Private Wealth Inc. in Toronto seeks an Office Administrator to manage office operations and provide on-site support to advisor teams and clients.

You will greet clients, coordinate mail and meeting logistics, and maintain organized client files in compliance with regulations. The ideal candidate brings 2+ years in customer service, strong MS Office skills, and a professional demeanor to support a busy wealth-management office.

Qualifications

• Minimum qualification is a high school diploma or equivalent (Diploma preferred).
• Strong computer skills; proficiency in Microsoft Office required.
• 2+ years of experience in customer service roles.
• Experience in office support for a busy office environment preferred.
• High level of professionalism and attention to detail.

Responsibilities

• Welcomes private clients by greeting them, in person or on the telephone, answering or referring to inquiries internally.
• Meeting boardroom preparation and take down.
• Coordinate the delivery and pick up mail/couriers.
• Maintain an adequate inventory of office supplies.
• Track expenses with head office reimbursements.
• Acting as a general resource person for the team and clients.
• Having a strong understanding of the firm’s procedures and policies.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.)
• Performing other duties as assigned.

Skills

Customer service

Organization

Communication

Calendar management

Professionalism

Education

High School diploma or equivalent

Tools

Microsoft Office

Outlook

Word

Excel

Job description

Office Administrator

Office Administrator

Location: This in-office position will be based out of our Toronto 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: Rosedale Family Office

Rosedale Family Office is a multi-family office that has been serving families across Canada and the United States for the past 20 years. We help our clients achieve their goals through; Investment management, Tax and Estate Planning, Business and Succession Planning, Charitable Giving and a host of other services that are customized to your family’s needs.

The opportunity:

The Wellington-Altus Alcorn office is currently recruiting an Office Administrator to join our highly skilled teams specializing in customized and innovative wealth strategies for high-net-worth clients.

The Office Administrator is responsible for managing the operations of the office, providing team support and assistance to all teams located on site. The Office Administrator will use their exceptional organization and client service skills to provide confidential and timely administrative and customer-service support to the Advisor teams and their clients.

Key responsibilities include:

• Welcomes private clients by greeting them, in person or on the telephone, answering or referring to inquiries internally.
• Meeting boardroom preparation and take down.
• Co-ordinate the delivery and pick up mail/couriers.
• Maintain an adequate inventory of office supplies.
• Track expenses with head office reimbursements.
• Acting as a general resource person for the team and clients.
• Having a strong understanding of the firm’s procedures and policies.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.)
• Performing other duties as assigned.
  
  
  

The ideal candidate will possess:

• Minimum qualification is a high School diploma or equivalent (Diploma preferred).
• Strong computer skills, including Microsoft Office (Outlook, Word, Excel) is required.
• Work experience in office support & duties for a busy office environment is preferred.
• Minimum 2 years’ experience in Customer Service Roles.
• A high level of proficiency in Microsoft Office tools: experience with financial tools is an asset.
• Create an inviting atmosphere through your warm demeanor, fostering strong relationships with clients and colleagues.
• Inspire others with your positivity, even in the face of challenges, showcasing resilience and enthusiasm for overcoming obstacles.
• Present yourself with sophistication and grace, consistently upholding the highest standards of professionalism in all interactions.
• Initiative-taking office management and calendar management skills.
• Understand and meet the unique needs of each private client, ensuring satisfaction through personalized attention.
• Keep tasks, schedules, and priorities meticulously organized, maximizing productivity and efficiency.
• Excellent attention-to-detail.
• Reliable, consistent work ethic.
  
  
  

Compensation & Benefits:

Range $40,000 - $60,000 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.
• Must be able to travel within Canada 0-5% of the time.
  
  
  

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.