Operations Assistant
Location: This in-office position is based out of our Winnipeg office.
Type: This is a Full-time, 3 month Term position.
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 more than $30 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 2024 Brokerage Report Card.
The Opportunity:
Reporting to the Senior Manager, Operations Account Services & Support, The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained.
Key responsibilities include:
- Assisting in establishing department procedures, implementing, and continually reviewing them to create efficiencies.
- Providing timely and accurate responses to documentation queries and account opening requests from internal departments and investment advisor teams.
- Managing, resolving, and assigning tickets to appropriate teams and departments.
- Monitoring ticketing systems within internal platforms and manage day-to-day workflow operation processes.
- Collaborating with other departments to support account opening within the organization.
- Managing returned mail and hold mail requests following internal department processes.
- Maintaining electronic copies of all submitted documentation within Advisor Connect and Croesus.
- Providing clients with signed documentation and welcome packages via electronic signature platforms.
- Resolving issues, answering inquiries, attending meetings, and coordinating with departments and third-party stakeholders to provide optimal client support.
- Performing other duties as assigned.
The ideal candidate will possess:
- A bachelor's or diploma in a related field, or equivalent work experience.
- 1-2 years of financial services industry experience, preferably in an administrative or operational capacity.
- 1-2 years’ experience in a customer/client-service- facing role.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience using Croesus, iMost, Net Rep, Thompson One.
- Demonstrate exceptional accountability, reliability, adaptability, and innovation in daily tasks and long-term objectives.
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Exhibit an excellent attitude and unwavering commitment to providing extraordinary service.
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Showcase meticulous attention to detail in all responsibilities.
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Possess exemplary interpersonal skills with the ability to communicate effectively and work collaboratively across various mediums (in-person, over the phone, and virtually).
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Display strong organizational skills to manage tasks efficiently.
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Utilize strong critical thinking and superior written and verbal communication skills.
- Maintain the highest levels of confidentiality in all matters.
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.
