Current jobs related to Administrative Associate - Toronto - Wellington-Altus Private Wealth Inc.
-
Administrative Associate
1 month ago
Toronto, Canada Douglas College Full timeThe Role To provide direct administrative support to the Registrar and Associate Registrars. Provides exceptional client centred service on a consistent basis to all stakeholder groups thereby contributing to the success of Douglas College. Responsibilities 1. Facilitates Student success in Enrolment Services. a. Advises students of Enrolment...
-
Administrative Associate
2 days ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Administrative Associate** **Location**:This position will be in-office, based out of our Toronto location. **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...
-
Administrative Associate
3 days ago
Toronto, Canada Wellington-Altus Full timeAdministrative Associate Location: This position will be in-office, based out of our Toronto location. 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...
-
Communications and Administrative Associate
5 months ago
Toronto, Canada Church of the Redeemer Full timeChurch of the Redeemer seeks an Administrative and Communications Associate to join our ministry team. The Administrative and Communications Associate will provide communications and administrative support to the various ministries of the community. - Duties and Responsibilities: - Implement the Communications Strategy of the Church of the Redeemer - In...
-
Administrative Associate
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...
-
Administrative Associate
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...
-
Administrative Associate
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...
-
Administrative Associate
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...
-
Administrative Associate
3 weeks ago
Toronto, Canada Nicola Wealth Full time**About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
-
Administrative Associate
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...
-
Administrative Associate
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...
-
Administrative Associate
6 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and motivated Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative support...
-
Administrative Associate
6 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and motivated Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative support...
-
Administrative Support Associate and HR
4 months ago
Toronto, Canada Rona Inc. Full time**An administrative - HR position within a dynamic retail environment.** Are you seeking a significant challenge and have experience in human resources, payroll, and administration? Our vibrant **RONA+ York** is seeking an Administrative and HR Support Associate for a 12 months contract, to make a difference in providing internal customer service to store...
-
Administrative Associate
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesManage client...
-
Administrative Associate
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesManage client...
-
Administrative Associate
5 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesManage client...
-
Administrative Associate
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesManage client...
-
Administrative Associate
13 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and administrative support to our Wealth Advisors.Key ResponsibilitiesManage client administration, including processing...
-
Administrative Associate
11 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and administrative support to our Wealth Advisors.Key ResponsibilitiesManage client administration, including processing...
Administrative Associate
4 months ago
**Administrative Associate**
**Location**:This position will be in-office, based out of our Toronto location.
**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., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 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 2023 Brokerage Report Card._
**The Team**:
At Van Der Hout Associates Wealth Management, we take an unbiased approach to asset management. We’re nimble - we can effortlessly allocate and shift gears between top boutique managers in Canada as well as direct investments in undervalued stocks, bonds, and preferred shares.
We bring together a unique array of expertise from pension consulting and private banking experience at major financial institutions and family offices. We take a collaborative approach and focus on the long-term with an aim to establish lasting relationships with each and every client. That’s why our clients range from high-net-worth individuals and families to industry veterans like family office CIO’s, traders, hedge fund managers, private equity and venture capitalists, and angel investors.
**The opportunity**:
Reporting to the Investment Advisors at Van Der Hout Associates Wealth Management, the Administrative Associate will use their exceptional organization and client service skills to provide confidential and timely administrative and customer-service support to the Advisor team and their clients.
Acting as a resource person for clients, the Administrative Associate will lead the timely and accurate completion of administrative tasks relating to managing client accounts and team operations.
**Key responsibilities include**:
- Assisting in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation.
- Completing account processing activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.).
- Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
- Committing to rigorous follow-up relating to all client transactions to ensure proper processing and minimization of errors.
- Acting as a general resource person for clients (ex: printing statements, tax slips).
- Having a strong understanding of the firm’s procedures and policies.
- Acting as a lead on team projects.
- Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
- Performing general administrative tasks (ex: prepare letters, client communication pieces, etc.).
- Attending client events.
- Performing other duties as assigned.
- A diploma in business administration, accounting, finance, or similar field of study.
- A minimum 1 year of administrative experience, preferably in finance.
- Completion of CSC/CPH an asset.
- Experience in opening accounts with IIROC is considered a strong asset.
- Strong organizational skills with the ability to proactively organize and manage a high volume of time-sensitive work.
- A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
- An ability to adapt quickly to changing needs and work requirements.
- A customer-focused attitude with a commitment to providing extraordinary service to high-net-worth clients.
- A high level of proficiency in Microsoft Office tools; experience with financial tools an asset.
**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.
**To apply**:
