Partner Support Specialist

1 week ago

Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

Partner Support Specialist

Location:
This position can be located in any of our offices in Canada

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., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies.

With more than $25 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 2023 Brokerage Report Card._

The opportunity:


Reporting to the Senior Manager, Advisor Experience, the Partner Support Specialist is accountable for effectively handling questions and resolving problems raised by the advisory teams that make up WAPW.

In this role, your partners also include other internal WAPW departments and our custodian, NBIN.

Key responsibilities include:

  • Acting as an expert resource person on all daytoday operational procedures.
  • Being responsible for researching and providing clear, meaningful, and accurate responses to inquiries from our partners within a predetermined time frame.
  • Acting as the intermediary between employees, NBIN & RBC Investor Services back offices.
  • Problemsolving and researching multiple solutions for the advisory group as required.
  • Understanding and effectively communicating NBIN inquiries to advisory teams and other partners.
  • Assisting in identifying potential training opportunities within the team and firm to reduce the volume of queries and improve advisor experience.
  • Monitoring and distributing trade rejects to appropriate parties.
  • Performing other duties as assigned.
  • A bachelor's degree or Diploma in Business Administration or similar field of study. An equivalent combination of education and experience will be considered.
  • A minimum of 35 years of financial services industry experience, preferably in an administrative or operational capacity.
  • Successful completion of CSC and CPH is an asset.
  • Sound decisionmaking and problemsolving skills.
  • Highly developed written, verbal, and interpersonal communication skills.
  • Proficiency using the Microsoft Office suite (Outlook, PowerPoint, Word, Excel).
  • Demonstrated experience providing learning and development in the finance sector.
  • A capacity to engage constructively and respectfully with individuals of diverse backgrounds and abilities to achieve highquality outcomes.
  • Excellent time management and organizational skills with the ability to multitask, prioritize, and meet deadlines.

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.

To apply:

Experience:
Required

years:
Financial services industry experience, preferably in an administrative or operational capacity.

Education:
Preferred

  • Bachelor's degree or better in Business Administration or related field

Licenses & Certifications:
Preferred

  • CPH
  • CSC

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