Branch Administration Support

Overview

Location:

Wellington-Altus’s Winnipeg office. This is a full‑time, entry‑level position reporting to the Director, Client Services. The Branch Administration Support is responsible for coordinating and executing daily branch operations, providing essential administrative and operational support.

• Support day‑to‑day operational requirements to maintain smooth branch operations, including office inventory.
• Process and track all branch courier requests.
• Receive incoming mail and packages and ensure timely distribution.
• Submit facilities management tickets (temperature, maintenance, cleaning, etc.).
• Coordinate Purolator shipment requests.
• Ensure client experience supplies (water, pop, etc.) are in stock.
• Process large mailouts as requested.
• Answer inquiries related to Head Office employee amenities.
• Assist with meeting scheduling for Head Office boardrooms and provide tech set‑up assistance.
• Create welcome packages for new employees.
• Act as the main point of contact for inquiries related to Branch Support and Client Services.
• Support both ‘Transfer In’ and ‘Transfer Out’ processes.
• Perform other duties as assigned.

• A degree or diploma in business administration or a related field.
• 2+ years of financial services industry experience in a high‑growth environment.
• 1+ year of customer/client‑service facing experience.
• Equivalent combination of education and experience may be considered.
• Experience in wealth management or other regulated industry is a strong asset.
• Proficiency with MS Office suite (Word, Excel, PowerPoint, Teams, Outlook).
• High accountability, reliability, adaptability, and innovation.
• Excellent attitude and commitment to extraordinary service.
• Excellent attention to detail.
• Exemplary interpersonal and influencing skills; effective communication across multiple mediums.
• Excellent problem‑solving skills.
• Strong organizational skills.
• High tolerance for ambiguity; ability to manage large volume of competing priorities.
• Strong critical thinking and written & verbal communication skills.
• Ability to maintain highest levels of confidentiality.

• Must be legally eligible to work in Canada.
• A background check satisfactory to the employer may be required prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity. We welcome applications from women, racialised persons, Indigenous peoples, persons with disabilities, and people of all sexual orientations and genders. If you require accommodation for the recruitment process, please let us know at the point of application.

Click the "Apply for This Job" button to submit your resume, cover letter, and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at