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