Wealth Branch Administrative Specialist

Wellington-Altus; Burlington; On-site; CAD 45,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Life and accident insurance

Discretionary bonuses

Job summary

Wellington-Altus Private Wealth is seeking a Business Administration Support to join its Toronto corporate office. The role reports to the Branch Administration Manager and focuses on ensuring smooth branch operations, internal and external client service, and efficient administrative support.

The ideal candidate will have a diploma in business administration or related field, 3+ years in a client-service role, and proficiency with MS Office.

Qualifications

• 3+ years’ client-service experience.
• Experience in wealth management preferred.
• Equivalency of education and experience may be considered.

Responsibilities

• Oversee day-to-day branch operations and administration, including office maintenance and supplies.
• Serve as primary contact for staff on office issues.
• Prepare correspondence, reports, agendas and minutes.
• Organize information, workflows, and office activities; improve processes.
• Coordinate office functions and events and mail/courier services.
• Perform cheque deposits and general administrative tasks.
• Assist Advisors in preparing for client meetings and scheduling.

Skills

Client-service facing

Attention to detail

Interpersonal skills

Organization

Communication across mediums

Education

Diploma in business administration or related field

Tools

MS Office (Word, Excel, PowerPoint, Teams, Outlook)

Job description

Wellington-Altus Private Wealth is seeking a Business Administration Support to join its Toronto corporate office. The role reports to the Branch Administration Manager and focuses on ensuring smooth branch operations, internal and external client service, and efficient administrative support.

The ideal candidate will have a diploma in business administration or related field, 3+ years in a client-service role, and proficiency with MS Office.