Branch Administrator, (Mauro Family Wealth)
Location:
This posting is for an existing vacancy in Wellington-Altus’ 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:
Reporting to the Senior Investment Advisor, the Branch Administrator plays a key role in supporting the efficient operation of the branch by providing high-quality administrative and operational support to Investment Advisors and clients. The incumbent is committed to delivering an exceptional client experience while ensuring compliance with regulatory, audit, and internal policy requirements.
Key responsibilities include:
- Branch Operations & Administration
- Serve as the primary point of contact for clients and visitors, delivering professional and responsive support.
- Ensure the branch operates efficiently and effectively, while implementing and supporting Head Office initiatives, directives, and policies.
- Oversee and coordinate day-to-day branch operations and administrative activities, including office maintenance, equipment management, and inventory of office supplies.
- Plan, coordinate, and support branch meetings, events, and other office functions.
- Manage incoming and outgoing mail and courier services to ensure timely and accurate distribution.
- Process cheque deposits in accordance with established procedures and controls.
- Serve as a knowledgeable resource on the firm's products, policies, procedures, and administrative requirements.
- Promote and uphold service standards, operational procedures, and best practices across the branch.
- Track and maintain Continuing Education (CE) credits and regulatory licensing requirements.
- Advisor & Client Support
- Provide proactive administrative and operational support to Investment Advisors, including meeting preparation, transaction processing, and ongoing client service activities.
- Maintain calendars, schedules, and client meeting logistics.
- Deliver an exceptional client experience by responding to inquiries promptly, professionally, and in accordance with firm standards.
- Maintain accurate and complete client records, ensuring all documentation and client interactions are properly recorded and compliant with regulatory requirements.
- Team Effectiveness & Support
- Foster positive employee relations and contribute to a collaborative, professional, and client-focused branch culture.
- Provide training, guidance, and coaching to administrative and support staff, as required.
- Assist with the onboarding of new team members and provide ongoing employee administrative support. Contribute to special projects, branch initiatives, and other duties as assigned.
The ideal candidate will possess:
- Diploma in business administration, accounting, finance or a similar field of study.
- Minimum three years of industry experience, preferably in an administrative or operational capacity.
- Completion of CSC/CPH is an asset.
- RR or IR licensing is considered 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:
- $45,000-$55,000 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/.
