Business Administration Support

Wellington-AltusToronto, ON
$45,000 - $63,000Onsite

About The Position

Reporting to the Branch Administration Manager, the Business Administration Support is responsible for effectively managing all administrative aspects of branch operations at both 155 Wellington and 150 King Street (our two downtown Toronto locations). This includes the provision of operational and administrative support to the branch, in addition to consistent demonstration of exceptional internal and external client service.

Requirements

  • 3+ years’ experience in a client-service facing role.
  • Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • Excellent attention to detail and problem-solving skills.
  • Exemplary interpersonal skills: an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
  • Capable of working independently as well as in a team environment
  • Strong organizational and administrative skills and able to manage a large volume of competing priorities.
  • Ability to maintain the highest levels of confidentiality.
  • A reliable, consistent work ethic, taking ownership of tasks.
  • Adjusts effectively to shifting priorities and operational needs.
  • Works efficiently and proactively to meet deadlines and service expectations.
  • A client/advisor-focused attitude, with a commitment to providing extraordinary service.

Nice To Haves

  • A diploma in business administration, accounting, finance, or similar field of study is an asset
  • Experience in the wealth management industry is preferred
  • Equivalent combination of education and experience may be considered.

Responsibilities

  • Overseeing and managing the smooth day-to-day branch operations and administration including maintenance of offices, office equipment, tidiness of common areas, ensuring adequate inventory of office and kitchen supplies at both locations.
  • Acting as the branch primary point of contact for staff regarding any office maintenance issues.
  • Coordinating office functions and events. (i.e. pizza lunch, breakfast etc.)
  • Coordinating and tracking the delivery and picking up courier requests in a timely manner.
  • Manage all mail activities, including receiving, opening, sorting, and distributing incoming mail.
  • Managing cheque deposits to the bank.
  • Prepare access cards and provide them with new employees on their first day.
  • Greeting clients, responding to client phone calls in a professional manner.
  • Assisting in preparing for meetings by booking boardrooms and ensuring tech is functional.
  • Respond to inquiries related to employee amenities, including gym access, and conference center bookings, parking passes if applicable.
  • Developing strong employee relations and support while staying consistent and maintaining culture and branch rapport.
  • Performing other duties as assigned by the BAM and SRBAM to support the Branch.

Benefits

  • Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.
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