Administrative Associate at Wellington-Altus Private Wealth Inc.

Administrative Associate (Part or Full Time, 12 Month Term)

Location: This posting is for an existing vacancy in Wellington-Altus’ Swift Current office.

Term: 12 months

Hours: 24 – 37.5 hours per week

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., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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.

The Team: Lone Tree Wealth Advisory Group ( https://advisor.wellington-altus.ca/lonetreewealth/)

The most consequential wealth decision you make is the wealth team you select.

It’s not just about the money; it’s about the purpose. We have the courage and conviction to have conversations with you that others aren’t having.

Together we craft your plan and bring it to life.

The opportunity

The Administrative Associate plays a critical role in supporting operational efficiency, enhancing client experience, and maintaining the high standards expected within a regulated financial institution. This position presents an excellent opportunity for individuals who thrive in a client-focused environment and excel at balancing administrative responsibilities with process coordination and team support.

This is a 12-month term position with the potential to transition into a permanent role based on business needs and performance. The role offers a flexible work schedule, with weekly hours ranging from 24 to 37, depending on candidate availability and operational requirements.

Key responsibilities include

• Deliver a high level of client service, including professionally managing inbound communications and building positive client relationships.
• Support advisors and team members by providing comprehensive administrative and operational assistance.
• Assist with client onboarding processes, including document collection, tracking, and follow-ups to ensure a seamless experience.
• Ensure adherence to internal procedures, regulatory requirements, and confidentiality standards.
• Prepare, format, and maintain client documentation, correspondence, and reports with a high degree of accuracy.
• Manage calendars, coordinate meetings, and organize appointments and logistics.
• Collaborate with team members to streamline processes and enhance operational efficiency.
• Maintain organized electronic and physical filing systems in accordance with compliance standards.
• Assist with meeting preparation, including agendas, materials, and follow-up actions.
• Support document management, data entry, and reporting processes.
• Coordinate office operations, including supplies, mail, and general administrative workflow.

The ideal candidate will possess

• Post-secondary education in business administration, finance, or a related field is considered an asset
• One year of experience in an administrative and/or client-facing role preferred; entry-level candidates will be considered.
• Experience in the wealth management sector or other regulated industry is an asset.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience with Client Relationship Management (CRM) systems a benefit.
• Client-focused with a strong commitment to delivering a high standard of service.
• Demonstrated ability to handle confidential information with integrity and discretion.
• Strong attention to detail and commitment to accuracy.
• Exceptional organizational and time management skills, with the ability to manage competing priorities.
• Strong organizational and problem-solving abilities.
• Professional communication skills, both written and verbal.
• Ability to work both independently and collaboratively within a team environment.
• Proactive, dependable, and process oriented.
• Technically proficient with the ability to quickly adapt to new tools and systems.

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. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.ca ( https://recruiting.ultipro.ca/WEL5000WLAP/www.wellington-altus.ca).