Business Administration Support
Location:
This posting is for an existing vacancy in Wellington-Altus’ Toronto office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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.
- Investment Executive 2025 Brokerage Report Card.
The opportunity:
Reporting to the Branch Administration Manager, the Business Administration Support is responsible for effectively managing all administrative aspects of branch operations at both 155 Wellington and 150 King Street (our two downtown Toronto locations). 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 offices, office equipment, tidiness of common areas, ensuring adequate inventory of office and kitchen supplies at both locations.
- Acting as the branch primary point of contact for staff regarding any office maintenance issues.
- Coordinating office functions and events. (i.e. pizza lunch, breakfast etc.)
- Coordinating and tracking the delivery and picking up courier requests in a timely manner.
- Manage all mail activities, including receiving, opening, sorting, and distributing incoming mail.
- Managing cheque deposits to the bank.
- Prepare access cards and provide them with new employees on their first day.
- Greeting clients, responding to client phone calls in a professional manner.
- Assisting in preparing for meetings by booking boardrooms and ensuring tech is functional.
- Respond to inquiries related to employee amenities, including gym access, and conference center bookings, parking passes if applicable.
- Developing strong employee relations and support while staying consistent and maintaining culture and branch rapport.
- Performing other duties as assigned by the BAM and SRBAM 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).
- Capable of working independently as well as in a team environment
- 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, taking ownership of tasks.
- Adjusts effectively to shifting priorities and operational needs.
- Works efficiently and proactively to meet deadlines and service expectations.
- A client/advisor-focused attitude, with a commitment to providing extraordinary service.
Compensation & Benefits:
Range $45,000 - $63,000 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.
To apply:
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at
