Job Description

Administrative Assistant
Location: This position will be located in our Montreal West Island office.
Application Deadline: September 30, 2022
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 Team:
Emad Saad & Associates Private Wealth Management is a well-established financial and wealth planning practice working with affluent Canadians for over 20 years. Our clients experience the intimacy normally only associated with a financial planning boutique, with the resourcefulness of a national financial leader under the banner of Wellington-Altus Private Wealth.
The opportunity:
Reporting to Emad Saad, Christine Salib and Ann Francis, 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 account-opening documentation.
• Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
• Committing to rigorous follow-ups 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.

The ideal candidate will possess:

• A diploma in business administration, accounting, finance, or similar field of study.
• A minimum of five years of administrative experience, preferably in finance.
• Completion of CSC/CPH an asset.
• Experience in opening accounts with IIROC is considered a strong asset.
• Strong organizational skills, with the ability to proactively organize and manage a high volume of time-sensitive 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 customer-focused attitude, with a commitment to providing extraordinary service to high-net-worth clients.
• A high level of proficiency in Microsoft Office tools; experience with financial tools is an asset.
• A high level of proficiency in written and verbal French.

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.