01 Nov
|
Wellington-Altus Private Wealth
|
Burlington
01 Nov
Wellington-Altus Private Wealth
Burlington
Support branch operations with Microsoft Office and client service skills at Wellington-Altus Private Wealth in Toronto’s Corporate Office. Manage diverse administrative priorities daily.
Reporting to the Branch Administration Manager, Business Administration Support manages branch administration and operational activities. The position supports staff, Advisors, clients, and office functions while maintaining exceptional internal and external service. Responsibilities include correspondence, scheduling, workflow coordination, and office procedures.
Key Responsibilities:
- Oversee smooth day-to-day branch operations and office administration
- Prepare reports, presentations, agendas, minutes, and correspondence
- Coordinate office activities, functions, events, mail, and couriers
- Greet clients and respond promptly to calls and emails
- Assist Advisors with meetings, boardrooms, and client appointments
Requirements:
- Three or more years in a client-service-facing role
- Microsoft Word, Excel, PowerPoint, Teams, and Outlook proficiency
- Solid organizational, administrative, and problem-solving skills
- Ability to manage competing priorities and maintain confidentiality
- Legal eligibility to work in Canada and possible background check
Bring organized administration, responsive client service, and effective communication to Wellington-Altus branch operations in Toronto.
📌 Business Administration Support Toronto (Burlington)
🏢 Wellington-Altus Private Wealth
📍 Burlington