Finance & Banking Associate, Office Administrator​/ Coordinator

Location: This position will be based out of our Vancouver office.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies
* and 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. With more than $50 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.

* Report on Business 2025 rankings.

** Investment Executive 2026 Brokerage Report Card.

We provide comprehensive financial planning to wealthy families. Through an in-depth discussion and then a collaborative analysis with experts, we explore your unique circumstances and provide you with solutions to build wealth, protect your lifestyle, and leave a lasting legacy. We’re here to help with all your financial priorities at every stage of your life.

Reporting to the Senior Wealth Advisor, Senior 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.
  • Perform other duties as assigned.

• Bachelor’s degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
• 5+ years’ financial services industry experiences 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.
• Relevant securities industry licensing, registration, or proficiency credentials (e.g., RR, IR, CIRE, CIM®, CFP®) is a requirement; however, will consider candidates with related experience & willingness to complete licensing requirements.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience working with Croesus and Salesforce is considered an asset.
• Demonstrates a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
• Strong attention to detail for tasks, such as data entry, with high accountability.
• Excellent attitude and commitment to providing exceptional service.
• Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).
• Strong…