Operations Associate

Wellington-Altus • Winnipeg, MB

5d • Onsite

About The Position

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 over $45 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.

Reporting to the Senior Manager, Operations Account Services & Support, the Operations Associate will support our Wealth Advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained.

Requirements

• College or University undergraduate degree 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.
• Exhibit an excellent attitude and unwavering commitment to providing extraordinary service.
• Showcase meticulous attention to detail in all responsibilities.
• Possess exemplary interpersonal skills with the ability to communicate effectively and work collaboratively across various mediums (in-person, over the phone, and virtually).
• Display strong organizational skills to manage tasks efficiently.
• Utilize strong critical thinking and superior written and verbal communication skills.
• 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.

Responsibilities

• Assist in establishing department procedures, implementing, and continually reviewing them to create efficiencies.
• Provide timely and accurate responses to documentation queries and account opening requests from internal departments and investment advisor teams.
• Doc Support Inbox: Manage, resolve, and assign tickets to appropriate teams and departments. Monitor ticketing systems within internal platforms and manage day-to-day workflow operation processes.
• Collaborate with other departments to support account opening within the organization.
• Manage returned mail and hold mail requests following internal department processes.
• Maintain electronic copies of all submitted documentation within Advisor Connect and Croesus.
• Provide clients with signed documentation and welcome packages via electronic signature platforms.
• Advisory Team Relational Support: Resolve issues, answer inquiries, attend meetings, and coordinate with departments and third-party stakeholders to provide optimal client support.
• Perform other duties as assigned.

What This Job Offers

• Career Level: Entry Level
• Education Level: Associate degree