Business Operations Manager
5 days ago
About Us
">Wellington-Altus Financial Inc. is a leading financial services company founded in 2017. Our organization comprises several subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., and Wellington-Altus Insurance Inc.
We are committed to identifying and supporting successful advisors and portfolio managers as well as their high-net-worth clients. Our team has over $35 billion in assets under administration and operates offices across Canada.
The Opportunity
We are seeking an exceptional Senior Branch Administrator to join our Western Region team. Reporting to the Senior Regional Business Administration Manager, this role will oversee all administrative aspects of branch operations.
You will be responsible for providing operational and administrative support to the branch and investment advisors. Your primary goal will be to deliver exceptional internal and external client service while adhering to compliance and audit requirements.
Key Responsibilities
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- Oversee and manage day-to-day branch operations, including maintenance of office equipment and supplies, coordination of office functions and events;">
- Identify opportunities for increased efficiency and provide general support as needed to advisors with client meetings, account opening, and other activities;">
- Act as the branch resource for policies and procedures, communicate initiatives from head office and regional leadership;">
- Facilitate banking functions and account processing activities, cover reception duties, and warmly greet clients, ensuring the highest standards of customer service;">
- Maintain and build sustainable relationships with stakeholders through open communication;">
- Assist with training support staff in the branch to ensure a high-performing team;">
- Partner with Regional Leadership and Advisory Teams to efficiently manage the branch;">
- Cultivate a positive culture, develop strong employee relations, and maintain excellent communication by treating employees fairly and consistently;">
- Perform other duties as assigned.">
Requirements
- ">
- A bachelor's degree in business administration, accounting, finance, or related field of study;">
- A minimum of 3 years of experience in the financial services brokerage industry;">
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook;">
- Demonstrated accountability, reliability, adaptability, and innovation in accomplishing daily tasks and long-term goals;">
- Excellent attention to detail;">
- Reliable, consistent work ethic;">
- Passion for people with strong interpersonal skills to effectively support staff and meet client needs;">
- Excellent problem-solving skills;">
- Strong organizational skills;">
- Tolerance for ambiguity; highly adaptable and able to manage competing priorities;">
- Strong critical thinking and written and verbal communication skills;">
- Ability to maintain confidentiality.">
Additional Information
This position requires a background check, satisfactory to the employer, prior to commencing employment. Wellington-Altus Private Wealth is committed to equity and diversity within its community and welcomes applications from diverse individuals who would contribute to the further diversification of our organization.
If you require accommodation for the recruitment process, please notify us at the point of application.
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