Wellington-Altus Private Wealth
Administrative Associate
Location: This position can be located in our Sechelt or White Rock 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:
Wellington-Altus is currently recruiting for an Administrative Associate. Reporting to the Senior Associate Wealth Advisor, 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:
- Answering phones, client bookings and organizing advisor’s schedules
- Assist in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation
- Complete account processing activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.)
- Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers)
- Commit to rigorous follow-up relating to all client transactions to ensure proper processing and minimize errors
- Act as a general resource person for clients (ex: printing statements, tax slips)
- Have a strong understanding of the firm’s procedures and policies
- Act as a lead on team projects
- Maintain client files, ensure that all documentation and notes are compliant with industry regulations
- Perform general administrative tasks (ex: prepare letters, client communication pieces, etc.)
- Attend client events
- Perform other duties as assigned
The ideal candidate will possess:
- 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.
- Demonstrated, reliable work ethic with the ability to manage multiple, competing priorities
- Ability to adapt quickly to changing needs and work requirements
- Customer-focused attitude with a commitment to providing extraordinary service to high net worth clients.
- 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
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.