Business Administration Support

**Business Administrator Support**

**Location**: This position will be based out of Burlington 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 opportunity**:
Reporting to the Branch Administration Manager (BAM), The Business Administration Support will effectively manage all administrative aspects of the branch operations. 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 office, office equipment, tidiness of common areas, ensuring adequate inventory of office and kitchen supplies.
- Acting as the branch primary point of contact for staff regarding any office maintenance issues.
- Preparing correspondence and various documents such as reports, presentations, meeting agendas, and minutes.
- Organizing and coordinating information, workflow, and other office activities; creating new or improve existing processes and procedures to ensure administrative effectiveness.
- Coordinating office functions and events.
- Coordinating the delivery and pick up of mail and couriers.
- Performing cheque deposits.
- Acting as a general resource person concerning the firm’s products, procedures, and policies.
- Ensuring customer service standards/operational procedures are communicated and maintained.
- Assisting Advisors in preparing for client meetings, booking meetings and/or boardrooms and scheduling client appointments.
- Developing strong employee relations and support while staying consistent and maintaining culture and branch rapport.
- Acting as a general resource person for clients (ex: printing statements, tax slips).
- Performing general administrative tasks (ex: prepare letters, client communications pieces).
- Performing other duties as assigned by the BAM, SRBAM, & SVP to support the Branch.
- A diploma in business administration, accounting, finance, or a similar field of study.
- 3+ years’ experience in a client-service facing role preferably within the wealth management industry.
- An 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).
- 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.
- A client/advisor-focused attitude, with a commitment to providing extraordinary service

**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**: