Coordinate wealth management branch administration using solid organization and communication skills at Wellington-Altus Private Wealth’s Toronto Corporate Office. Support Advisors and clients.

Business Administration Support reports to the Branch Administration Manager and provides operational and administrative support to branch activities. The position serves as a resource for firm products, procedures, and policies while helping maintain customer service standards. Wealth management industry experience is preferred, and client-facing experience is required.

Key Responsibilities:

- Organize information, workflows, office activities, and administrative procedures
- Maintain supplies, equipment, tidiness, and common areas
- Serve as the primary contact for office maintenance issues
- Provide clients with statements,



tax slips, and communications
- Communicate and maintain customer service and operational standards

Requirements:

- Three or more years of client-service-facing experience
- Wealth management industry experience preferred
- Business administration, accounting, finance, or similar diploma an asset
- Excellent attention to detail and interpersonal communication
- Reliable work ethic and commitment to client-focused service

Apply your administrative coordination, wealth management awareness, and client focus to support Wellington-Altus branch effectiveness in Toronto.

📌 Wealth Management Branch Administrator (Burlington)
🏢 Wellington-Altus Private Wealth
📍 Burlington