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About the Role

Reporting to the Regional Manager, Ontario, the Senior Regional Business Administration Manager will utilize their significant administrative, leadership and operational experience in the financial services sector to oversee operations and administrative staff members. This role will develop, review and improve policies, systems and procedures and generally ensure the offices operate smoothly and efficiently. The Senior Regional Business Administration Manager will assist in developing and enforcing budgets, delegating tasks and tracking progress on projects, planning and organizing a calendar of events, which may include training sessions, interviews, new hire orientations, and policy/procedure updates. The Senior Regional Business Administrative Manager will also support the Regional Manager in proactively planning for and managing customer service and business requirements to support the regional growth plans.

Responsibilities

Supervise the day-to-day operations of the administrative employees in the region by providing escalated customer service and problem resolution support.
Manage inventories for all locations and oversee regular maintenance of office equipment.
Plan, schedule and promote office events, including meetings, conferences, interviews, orientations and training sessions.
Coordinate and streamline cross-functional communication and collaborate between regional teams and corporate departments.
Assist in building branches, including furniture, design, IT, operations, and invoices.
Manage regional budgets, ensuring optimal allocation of resources adherence to financial plans.
Partner with Regional Manager to hire, train and evaluate employees.
Supervise a team of administrative professionals to foster a high-performance culture.
Conduct performance evaluations and identify professional development opportunities for staff.
Review existing administrative systems, policies and procedures, providing ongoing recommendations for improvement.
Analyze regional business processes and implement continuous improvement initiatives.
Provide recommendations for optimizing workflows and increasing overall operational efficiency.
Ensure region’s operations adhere to regulatory requirements, internal policies and company standards.
Identify and mitigate risks related to business administration, including financial, operational and compliance related risks.
Manage Regional Manager’s calendar, book travel and optimize schedule.
Partner with the Transitions team to support the transition of new Investment Advisor teams, specifically working with team assistants and administrative staff.

Requirements

Bachelor’s Degree in Business Administration or a related field.
3+ years experience in the financial industry experience preferably withing operations/administrative roles from a bank or CIRO regulated environment.
CIRO license considered an asset.
Familiarity with budget planning and enforcement, human resources and customer service procedures.
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.
Experience with Docusign, Croesus and other administrative platforms an asset.
Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
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.
Must be able to travel up to 2-5% of the time across Canada.

Skills

Administrative
Leadership
Operational experience
Financial services sector
Budgeting
Delegation
Project tracking
Event planning
Customer service
Problem resolution
Inventory management
Office equipment maintenance
Cross-functional communication
Team leadership
Performance evaluation
Professional development
Process improvement
Strategic planning
Compliance
Risk management
Stakeholder relationship management
Calendar management
Travel booking
MSOffice suite
Word
Excel
PowerPoint
Teams
Outlook

Location

Toronto

Work Type

Onsite

Experience Level

Senior
3+ years

Education Level

Bachelor's Degree

Salary/Compensations

$80,000k-$90,000k annually

About the Company

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.

Equal Opportunity

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.