Job Details

Posting Details

- Posted on November 4, 2026

Locations

Showing 1 location: Kingston, ON K7K0M1, CAN

- On-site
- Advisor Team
- Full-Time
- Requisition #: ADMIN002080
- Supervisor : Marc LeBlanc

Description

Administrative Associate, (LeBlanc Family Wealth)

Location:

This posting is for an existing vacancy in Wellington-Altus' Kingston office.

Our organization:

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada's Top Growing Companies. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

*Investment Executive 2026 Brokerage Report Card.

** Report on Business 2026 rankings.

The Team:

LeBlanc Family Wealth empowers you with personalized strategies, proactive guidance, and lifelong education so you can navigate life's transitions with clarity, confidence, and lasting peace of mind.

We go beyond traditional planning by building long-term partnerships rooted in trust, transparency, and a commitment to complete financial well-being.

The opportunity:

Reporting to Senior Portfolio Manager, the Administrative Associate at LeBlanc Family Wealth will participate in a broad range of administrative and operational projects and tasks to support the effective and successful operations of the team. The role will act as a resource person for Associates and Advisors on the team, and will do so by completing administrative tasks, reporting, and account-related activities for the team.

Key responsibilities include:





- Client Service Support
- Assist licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.
- Serve as a point of contact for clients and ensure their needs are addressed promptly and effectively.
- Act as a liaison between clients and licensed professionals, conveying messages and coordinating follow-up actions.
- Address client inquiries, concerns, and service requests in a timely and professional manner.
- Work with advisors to develop and distribute client communication.
- Administrative and Operational Support
- Act as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips).
- Assist in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation.
- Complete a variety of administrative tasks related to account management such as preparing Docusign information.
- Prepare daily reports for the Investment Associates and Investment Advisors.
- Provide information, where requested and approved by an Associate or Advisor, on the status of a client's account and provide account balances, quotes and other marketing information.
- Maintain client files, ensuring that all documentation and notes are compliant with industry regulations.




- Perform general administrative tasks (ex: prepare letters, client communication pieces, etc.).
- Proactively stay informed and up to date regarding Company policies and procedures and compliance updates.
- Support office operations through supply ordering, managing courier service, deposits, etc.
- Perform other duties as assigned.

The ideal candidate will possess:

- A college diploma or bachelor's degree in business administration, or equivalent work experience.
- 3-5 years' financial services industry experience, working in a high growth environment.
- Equivalent combination of education and experience may be considered.
- Experience in the wealth management sector or other regulated industry is an asset.
- Currently registered with CIRO as a Registered Representative (RR) or meets the requirements to register (Valid CSC/CPH/WME or Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE), and a degree or diploma from an accredited post-secondary institution and willingness to become licensed in short order.
- A commitment to fulfilling Continuing Education (CE) requirements.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience working with client relationship management tools.
- Experience working with Croesus is considered an asset.
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
- Client-focused attitude with a commitment to providing extraordinary service to high-net-worth clients.
- Ability to maintain composure an

📌 Administrative Associate (Kingston)
🏢 Wellington-Altus Private Wealth
📍 Kingston