Administrative Associate

4 days ago


Greater Sudbury, Canada Wellington-Altus Private Wealth Inc. Full time

**Administrative Associate**

**Location**: This position can be based out our Sudbury 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 more than $30 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 2024 Brokerage Report Card._

**The Team**:
At Catherwood Wealth Management, we deliver comprehensive wealth management services anchored in strong personal relationships. We are dedicated to working together to help you achieve what truly matters to you.

**The opportunity**:
Reporting to the Associate at Catherwood Wealth Management, the Administrative Associate will use their exceptional organization and client service skills to provide confidential, 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 one 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**:
**Experience**: Required
- 1 year(s): Administrative experience, preferably in finance.

**Licenses & Certifications**: Preferred
- CPH
- CSC



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