Branch Administrator

Branch Administrator

Location: This position will be based out of Saskatoon Office

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 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 2022 Brokerage Report Card

The opportunity:

Reporting to the Senior Regional Business Administration Manager, Central, the Branch Administrator is accountable for effectively managing all administrative aspects of the branch operations. This includes the provision of operational and administrative support to the branch, and consistent demonstration of exceptional internal and external client service.

Please be sure to submit a copy of your resume when applying for this position.

Key responsibilities include:

• Being accountable for ensuring the branch is managed efficiently.
• Overseeing and managing the smooth day-to-day branch operations and administration including maintenance of office equipment, ensuring adequate levels of office supplies.
• Preparing correspondence and various documents such as reports, presentations, meeting agendas, and minutes.
• Organizing and coordinating information, workflow, and other office activities; creating new or improved existing processes and procedures to ensure administrative effectiveness.
• Coordinating office functions and events.
• Coordinating the delivery and pick of mail and couriers.
• Performing cheque deposits.
• Acting as a general resource person concerning the firm’s products, procedures, and policies.
• Ensuring customer service standards/operational procedures are communicated and maintained.
• Assisting in preparing for client meetings.
• Developing strong employee relations and support while staying consistent and maintaining culture and branch rapport.
• Performing other duties as assigned.

The Ideal candidate will possess:

• A diploma in business administration, accounting, finance, or a similar field of study.
• A minimum of one year of industry experience, preferably in an administrative or operational capacity.
• A reliable, consistent work ethic.
• Strong organizational and administrative skills, sufficient to deal with numerous activities with varying degrees of priority.
• A customer-focused attitude, with a commitment to providing extraordinary service.
• Demonstrated high proficiency in Microsoft Office tools.
• Exceptional verbal and written 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.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

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 www.wellington-altus.com.