Administrative Associate - Vancouver, Canada - Wellington-Altus Private Wealth Inc.

Wellington-Altus Private Wealth Inc.

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Administrative Associate

Location:
This position will be located in our downtown Vancouver office.

Term:12 months

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._

The opportunity:

Reporting to Senior Wealth Advisor, Senior Portfolio Manager_,_ the Administrative Assistant will use their exceptional organization and client service skills to provide confidential and timely administrative and customer-service support to the Advisor team and their clients.

Key responsibilities include:

Providing high level, organized and efficient executive administrative support including:
logistics related to calendar/meetings/events.

- arranging travel, reservations, expenses, and other related duties.
- managing invoice payment/expenses.

Assisting in preparing Advisors for client meetings, including the preparation of accountopening documentation.
Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
Committing to rigorous followups relating to all client transactions to ensure proper processing and minimization of errors.
Acting as a general resource person for clients (ex: providing statements, tax slips).
Having a strong understanding of the firm's procedures and policies.
Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.)
Providing support to consultants on personal matters.
Performing other duties as assigned.
A diploma in business administration, accounting, finance, or similar field of study.
13 years of administrative experience, preferably in finance.
Completion of CSC/CPH an asset.
Experience opening accounts with IIROC is considered a strong asset.
Strong organizational skills, with the ability to proactively organize and manage a high volume of timesensitive work.
A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
An ability to adapt quickly to changing needs and work requirements.
A customerfocused attitude, with a commitment to providing extraordinary service to highnetworth clients.
A high level of proficiency in Microsoft Office tools; experience with financial tools is an asset.
Strong written and verbal communication skills.

Conditions of employment:

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

To apply:

Experience:
Preferred

years:
Administrative Experience