Administrative Associate

Administrative AssociateLocation: This position will be in-office, based out of our Toronto location. Our organization: Founded in 2017, Wellington-Altus Financial (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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 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 Team: At , 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 , 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. The ideal candidate will possess: A diploma in business administration, accounting, finance, or similar field of study. A minimum 3 year of administrative experience, preferably in finance. A high level of proficiency in Microsoft Office tools; experience with financial tools an asset. Experienced with platforms such as Croesus, Salesforce, and iMost. Experience in opening accounts with CIRO is considered a strong asset. Tax season knowledge is an 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. 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: