Administrative Associate

at  WellingtonAltus Private Wealth Inc

ADMINISTRATIVE ASSOCIATE

Location: This position will be in-office, based out of our Toronto location.
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., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 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 2023 Brokerage Report Card.

• Assisting in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation.
• Completing account processing activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.).
• Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
• Committing to rigorous follow-up relating to all client transactions to ensure proper processing and minimization of errors.
• Acting as a general resource person for clients (ex: printing statements, tax slips).
• Having a strong understanding of the firm’s procedures and policies.
• Acting as a lead on team projects.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing general administrative tasks (ex: prepare letters, client communication pieces, etc.).
• Attending client events.
• Performing other duties as assigned.