Wellington-Altus Private Wealth Looking for Branch Administrator at Vancouver, BC Full Time

Branch Administrator

Location: This position will be based in our West Vancouver Office.

Application Deadline: February 28, 2023

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 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 2022 Brokerage Report Card

The opportunity:

The Branch Administrator is accountable for effectively managing all administrative aspects of the branch operations. This includes the provision of operational and administrative support to the branch and investment advisors. Consistent demonstration of exceptional internal and external client service, adherence to compliance and audit requirements.

As the Branch Administrator you will:

• Being accountable for ensuring the branch is managed efficiently and implement any head office directives.
• Overseeing and managing the smooth day to day branch operations and administration including maintenance of office equipment, ensuring adequate levels of office supplies.
• Coordinating office functions and events.
• Coordinating the delivery and pick of mail and couriers.
• Performing cheque deposits.
• Acting as a general resource person concerning the firm’s products, procedures, and policies.
• Maintaining personnel files and provide necessary documentation for Human Resources and Payroll departments.
• Ensuring customer service standards/operational procedures are communicated and maintained.
• Assisting advisors to prepare for client meetings and process a variety of transactions.
• Developing strong employee relations and support while staying consistent and maintaining culture and branch rapport.
• Training, developing and coaching support staff as required.
• Performing other duties as assigned.

Your education and qualifications include:

• Diploma in business administration, accounting, finance, or similar field of study considered an asset.
• Minimum of three-years industry experience, preferably in an administrative or operational capacity.
• Registration as an IR or RR with IIROC is a strong asset.
• Reliable, consistent work ethic.
• Excellent attitude and committed to providing extraordinary service.
• Strong organizational and administrative skills to deal with numerous activities and varying degrees of priority.

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.