Job Responsibility:

Senior Branch Administrator

Location: This in-office position will be based out of our Calgary 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 $35 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 Brokerage Report Card.

The opportunity:

Reporting to the Senior Regional Business Administration Manager, Western Region, the Senior 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.

Key responsibilities include:

- Overseeing and managing day-to-day branch operations and administration, including maintenance of office equipment and supplies, and coordination of office functions and events.
- Identifying opportunities for increased efficiency, assist advisors with client meetings, account opening, and provide general support as needed.
- Acting as the branch resource for policies and procedures,



communicating and assisting with initiatives from head office and the regional leadership team.
- Facilitating banking functions and account processing activities, cover reception, and warmly greet clients, ensuring the highest standards of customer service.
- Maintaining and building sustainable relationships with all stakeholders through open and interactive communication.
- Assisting with overseeing the training of all support staff in the branch, ensuring a high-performing and collaborative team.
- Partnering with the Regional Leadership and Advisory Teams to efficiently and effectively manage the branch.
- Cultivating a positive culture, develop strong employee relations, and maintaining excellent communication by treating employees fairly and consistently.
- Performing other duties as assigned.

The ideal candidate will possess:

- A bachelor's degree in business administration, accounting, finance or related field of study.
- A minimum of 3 years of experience in the financial services brokerage industry .
- Completion or working to ways CSC, CPH, IR licensing is an 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.
- An excellent attention to detail.
- Reliable,



consistent, and with an exceptionally robust work ethic.
- You're passionate about people. You have strong interpersonal skills to effectively support staff and possess demonstrated skills to meet the needs of staff in a highly competitive environment where staff and client mobility is high.
- 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

Licenses & Certifications

Preferred

- IR
- CPH
- CSC

📌 Senior Branch Administrator (Calgary)
🏢 Wellington-Altus Private Wealth
📍 Calgary