Administrative​/Clerical Associate, Office Administrator​/ Coordinator

Location:

This posting is for an existing vacancy in Wellington-Altus’s Markham office.

Founded in 2017, Wellington-Altus Financial (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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc— the top‑rated
* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 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 2025 Brokerage Report Card.

Reporting to the Senior Wealth Advisor, Portfolio Manager, the Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. The Associate 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.

• 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.
• Administrative and Operational Support
  • Act as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips)
  • Complete a variety of administrative tasks related to account management such as preparing Docu Sign 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
• Marketing Support
  • Assist in preparing and distributing client focused marketing materials, including newsletters, event invitations, and educational pieces.
  • Support marketing initiatives by updating branded templates, organizing content, and ensuring materials align with company standards.
  • Help coordinate client events and outreach campaigns by managing logistics, communications, and follow‑up activities.
  • Perform other duties as assigned.

• A bachelor's or master's degree in business administration, accounting, finance or related field, or equivalent work experience.
• 2–5+ years’ financial services industry experience working in a high‑growth environment.
• 2+ years’ experience in a customer/client‑service facing role.
• Equivalent combination of education and experience may be considered.
• Experience in wealth management or other regulated industry is a strong asset.
• Valid CSC/CPH or Canadian Investment Regulatory Exam (CIRE) is considered an asset.
• No licensing is required at this time, though candidates who demonstrate ambition to advance and pursue licensing in the future will be strongly valued
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Experience working with Croesus and Salesforce is considered an asset.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day‑to‑day work and long‑term goals.
• Proven ability to take initiative and work independently; a self‑starter who thrives in dynamic environments.
• Commitment to ethical conduct and integrity in all client interactions.
• Excellent attitude and commitment to providing extraordinary service.
• Exemplary interpersonal and influencing skills; an…