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: Reporting to the Senior Investment Advisor, the Receptionist plays a key role in ensuring the smooth operation of the office. As the first point of contact for clients and visitors, this role provides essential clerical and administrative support, manages front-office activities, and helps maintain a professional, client-focused environment. The Receptionist contributes to the overall efficiency and service excellence of the team.

Key responsibilities include:

• Greeting and welcoming visitors in a warm, professional manner—both in person and over the phone—ensuring all inquiries are answered or appropriately directed to the relevant team member.
• Maintaining a clean, organized, and safe reception area by adhering to company procedures, health and safety guidelines, and workplace standards.
• Managing all incoming and outgoing mail and courier deliveries, ensuring timely distribution and accurate record-keeping.
• Monitoring and maintaining inventory levels of office supplies; proactively reorder stock to ensure uninterrupted operations.
• Supporting basic banking operations, including deposits, withdrawals, and other routine financial tasks as required.
• Providing general administrative support to various departments, including filing, data entry, photocopying, and document preparation.
• Assisting with scheduling meetings, booking boardrooms, and coordinating calendars when needed.
• Maintaining confidentiality and professionalism in all interactions with clients, staff, and external partners.
• Contributing to a positive office environment by supporting team initiatives and assisting with special projects or tasks as assigned.
• Performing other duties as assigned.

The ideal candidate will possess:

• High school diploma or equivalent required.
• Post-secondary education in business administration, office management, or a related field is an asset.
• 1-3 years’ experience in receptionist role.
• 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-altus.com.