Administrative Assistant

Location:
this in-office position will be based out of our Calgary office.

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 opportunity:
The Administrative Assistant will provide essential support to the Senior Wealth Advisors by managing calendars, coordinating office activities, and ensuring smooth day‑to‑day operations. This role combines elements of executive assistance, office management, and reception. Working part‑time in the office 3–4 days per week, the Administrative Assistant will play a critical role in enabling efficiency, professionalism, and seamless communication across the team.

Key responsibilities include:

• Managing calendars, schedule meetings, and coordinate logistics for the Senior Wealth Advisors.
• Providing administrative support including correspondence, filing, and document preparation.
• Serving as the first point of contact for office inquiries, ensuring a professional and welcoming environment.
• Overseeing office organization, supplies, and basic facilities coordination.
• Utilizing Microsoft Office tools to prepare reports, presentations, and manage shared documents.
• Supporting communication and coordination between internal stakeholders as needed.
• Assisting with onboarding and orientation of new team members when required.
• Maintaining confidentiality and handle sensitive information with discretion.
• Performing other duties as assigned.

The ideal candidate will possess:

• Bachelor's degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
• 1-2 years of relevant experience.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Demonstrates a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
• Strong attention to detail.
• Excellent attitude and commitment to providing exceptional service.
• Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).
• Strong problem-solving and critical thinking abilities.
• Highly organized with a consistent and reliable work ethic.
• Comfortable with ambiguity and able to manage a high volume of competing priorities.
• Maintains the highest level of confidentiality.

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. More information about working at Wellington-Altus can be found on our website at www.wellington-