Executive Assistant
Location: This position will be located in our Winnipeg or Toronto office.
Application Deadline: February 28, 2023
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 Senior 2022 Brokerage Report Card

The opportunity:
Reporting to the Senior Vice-President, Chief Compliance Officer and the Senior Vice-President, Compliance, the Executive Assistant, Compliance, will play a key role by providing proactive administrative support and possess a proven ability to successfully execute tasks that involve independent and practical thinking, a high level of accuracy, and excellent judgment and problem-solving abilities in both novel and routine situations.
The successful candidate will be responsible for leveraging technology to communicate effectively with both internal and external stakeholders. Strong administrative, organization, and relationship building skills are required for the position.
Key responsibilities include:

• Providing administrative support including managing and prioritizing the daily calendars of senior compliance team members and ensuring appropriate preparation for meetings.
• Gathering, organizing, and distributing agendas and information in advance of scheduled meetings, taking minutes as required, and proactively following up on action items.
• Coordinating, managing, and assisting with the planning and execution of internal and external meetings and events.
• Completing advanced word processing tasks, formatting and proofreading memos, correspondence, reports, and presentations.
• Managing electronic files; developing and maintaining various databases and internal file structures.
• Assisting with the onboarding of new Compliance employees.
• Creating board, committee, conference PowerPoint presentations with direction from the senior leaders.
• Utilizing a high degree of professionalism and initiative to anticipate and meet the needs of the senior leaders.
• Coordinating meetings and travel (flights, hotels, transportation), and preparation of expense reports, including preparing and submitting reports to the Finance department.
• Performing other duties as assigned.

The ideal candidate will possess:

• An undergraduate degree, diploma, or equivalent experience.
• 5-7 years of progressive administrative experience in a fast-paced, demanding professional environment, with at least 3 years supporting senior management.
• Proven advanced computer skills; particularly MS Word, Excel, PowerPoint, Outlook, Zoom, MS Teams, and other technology.
• Proficient with PowerPoint; advanced experience creating Senior level, professional presentations.
• A strong organizational skills with the ability to proactively prioritize, organize, and manage a high volume of time-sensitive, highly detailed, and confidential information.
• A strong attention to detail, with a sense of ownership and responsibility.
• Excellent verbal and written communication skills.
• Demonstrated analytical and problem-solving skills.
• Experience working at a wealth management or asset management firm is an asset.

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.