Location: This in-office position is based out of our Winnipeg 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 Director, Client Services, the Branch Administration Support is responsible for assisting in the effective coordination and execution of daily branch operations. This role provides essential administrative and operational support to ensure the branch functions smoothly and efficiently. The Branch Administration Support plays a key role in enhancing operational excellence and ensuring exceptional experiences for both staff and clients.

Key responsibilities include:

• Supporting day-to-day operational requirements to maintain smooth branch operations by maintain adequate levels of office inventory
• Processing and tracking all branch courier requests.
• Receiving incoming mail and packages, ensuring timely distribution.
• Supporting facilities management through ticket submission related to temperature, maintenance, cleaning, etc.
• Coordinating Purolator shipment requests.
• Ensuring client experience supplies (water, pop, etc.) are in stock and available for employees.
• Processing large mailouts as requested
• Answering inquiries related to Head Office employee amenities including dry cleaning services, gym inquiries and conference center inquiries.
• Assisting with meeting scheduling for all Head Office Boardrooms and provide technology set-up assistance.
• Creating Welcome Packages for all new employees to support the new hire experience.
• Acting as the main point of contact for inquiries related to Branch Support and Client Services.
• Supporting both ‘Transfer In’ and ‘Transfer Out’ processes.
• Performing other duties as assigned.

The ideal candidate will possess:

• A degree or diploma in business administration or a similar field of study.

• 2+ years’ financial services industry experience working in a high growth environment.

• 1+ years’ experience in a customer/client-service facing role.

• Equivalent combination of education and experience may be considered.

• Experience in the wealth management or other regulated industry is a strong asset.

• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.

• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.

• Excellent attitude and commitment to providing extraordinary service.

• An excellent attention to detail.

• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).

• Excellent problem-solving skills.

• Strong organizational skills.

• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.

• Strong critical thinking and written and verbal communication skills.

• An ability to maintain the highest levels 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-altus.com.