Winnipeg Mb Wellington altus private Jobs – 8 Openings This Week

Branch Administration Support
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Operations Associate
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
IT Technical Specialist
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- $55,000–$70,000 a year
- Microsoft Excel
- Azure
- Microsoft Outlook
- Life insurance
Coordinator, Wealth Products
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- $47,500–$51,371 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Manager, Managed Accounts
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- $85,000–$109,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Senior Manager, Technical Management
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- $125,000–$135,000 a year
- Azure
- Computer Science
- AWS
- Life insurance
2d
Portfolio Manager, Investment Practice Management & Program Design
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- $100,000–$150,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Associate Vice-President, Financial Planning & Analysis
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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Branch Administration Support

Wellington-Altus Private Wealth Inc. -
Winnipeg, MB

Apply Now

Job details

Permanent
8 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organizational skills
Financial services
Business
Communication skills

Full job description

Branch Administration Support

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

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 opportunity:

Reporting to the Director, Client Services, the Branch Administration Support is responsible for assisting in the effective coordination and execution of daily branch operations. This role provides essential administrative and operational support to ensure the branch functions smoothly and efficiently. The Branch Administration Support plays a key role in enhancing operational excellence and ensuring exceptional experiences for both staff and clients.

Key responsibilities include:

Operational Support
- Support day-to-day operational requirements to maintain smooth branch operations by maintaining adequate levels of office inventory
- Process and track all branch courier requests.
- Receive incoming mail and packages, ensuring timely distribution.
- Support facilities management through ticket submission related to temperature, maintenance, cleaning, etc.
- Coordinate Purolator shipment requests.
- Ensure client experience supplies (water, pop, etc) are in stock and available for employees.
- Process large mailouts as requested.
Head Office Administration
- Answer inquiries related to Head Office employee amenities including dry cleaning services, gym inquiries and conference center inquiries.
- Assist with meeting scheduling for all Head Office Boardrooms and provide technological set-up assistance.
- Create Welcome Packages for all new employees to support the new hire experience.
Client Services
- Act as the main point of contact for inquiries related to Branch Support and Client Services.
- Support both ‘Transfer In’ and ‘Transfer Out’ processes.
- Perform other duties as assigned.

The ideal candidate will possess:

A degree or diploma in business administration or a similar field of study.
2+ years’ financial services industry experience working in a high growth environment.
1+ years’ experience in a customer/client-service facing role.
Equivalent combination of education and experience may be considered.
Experience in the wealth management or other regulated industry is a strong asset.
Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
Excellent attitude and commitment to providing extraordinary service.
An excellent attention to detail.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Excellent problem-solving skills.
Strong organizational skills.
A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
Strong critical thinking and written and verbal communication skills.
An ability to maintain the highest levels of confidentiality.

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 (http://www.wellington-altus.com/).

Apply Now

Refine Your Search

wellington altus private jobs in winnipeg mb

Branch Administration Support

Operations Associate

IT Technical Specialist

Coordinator, Wealth Products

Manager, Managed Accounts

Senior Manager, Technical Management

Portfolio Manager, Investment Practice Management & Program Design

Associate Vice-President, Financial Planning & Analysis

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