Administrative Associate, (Mauro Family Wealth)
Location:
This posting is for an existing vacancy in Wellington-Altus’ West Vancouver office.
Our organization:
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.
*Investment Executive 2026 Brokerage Report Card.
** Report on Business 2026 rankings.
The Team:
At Mauro Family Wealth, we have over 80 years of combined experience helping high-net-worth individuals and families enhance their lives today and for years to come. We do this by helping clients turn goals into reality through tailored investment, tax, and estate planning strategies designed to create and preserve wealth across generations.
Our collaborative team of professionals, led by Jordan Mauro, partner with you to support your financial journey providing personalized advice and exceptional service – so you can spend more time doing what you love, with the people you love.
The opportunity:
The Administrative Assistant serves as a trusted partner to the Investment Advisors, providing confidential, accurate, and timely administrative support to clients and team members. Acting as a key resource, the role coordinates client account administration, streamlines daily operations, and manages priorities to ensure an exceptional client experience and the efficient achievement of business objectives.
Key responsibilities include:
- Client Service & Account Administration
- Coordinate and prepare documentation and materials for client meetings, including account opening and maintenance requirements.
- Administer client account activities, including registered plan conversions (RRSP to RRIF), RRIF payment setups, estate processing, beneficiary updates, and other account maintenance requests.
- Process a broad range of client transactions, including deposits, withdrawals, contributions, cheque requests, and incoming and outgoing transfers.
- Perform thorough follow-up on client transactions to ensure timely completion, accuracy, and adherence to service standards.
- Serve as a primary point of contact for client inquiries, providing support and facilitating requests for statements, tax slips, and other account-related documentation.
- Build and maintain positive client relationships while delivering a high standard of service and contributing to an exceptional client experience.
- Compliance & Record Management
- Maintain a strong understanding of firm policies, procedures, and industry regulations to ensure compliance and operational excellence.
- Remain current on compliance updates, regulatory changes, and internal communications.
- Maintain accurate and complete client records, ensuring all documentation and client interactions are properly recorded and compliant with regulatory requirements.
- Administrative & Operational Support
- Prepare correspondence, reports, presentations, and other client and business communications.
- Generate and distribute daily, weekly, and ad hoc reports as required.
- Contribute to the overall effectiveness of the team by assisting with special projects and performing other duties as assigned.
The ideal candidate will possess:
- Diploma in business administration, accounting, finance or a similar field of study.
- Minimum of one to three years of industry experience, preferably in an administrative or operational capacity.
- Completion of CSC/CPH is an asset.
- Proficiency with the Microsoft Office Suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Delivers responsive, professional, and high-quality service to clients.
- Builds positive working relationships and communicates clearly and professionally across multiple mediums (in-person, phone, virtual).
- A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
- Follows established policies, procedures, and controls while maintaining accuracy and confidentiality.
- An ability to adapt quickly to changing needs and work requirements.
- Strong problem-solving and critical thinking abilities.
Compensation & Benefits:
- $40,000-$50,000 annually.
- This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.
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. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at https://wellington-altus.ca/.
