Wealth Administrator

3 weeks ago

Toronto, Canada Alterna Full time

**Location**: Toronto or Ottawa, Hybrid

**Scope of Position**

This position is a diverse role in the Wealth Management department supporting the team in achieving the business delivery and operational objectives through effective administrative support. They will fulfill day-to-day operations regarding different aspects of Wealth Management including reporting and regulatory requirements, processing transactions, following up on operational queries and additional administrative duties as necessary; and makes recommendations to improve processes related to their administrative tasks.

**Key Responsibilities**
- RRIF conversion reporting and follow up/process as required
- Processing Alterna Transfers for Wealth Advisors and other documentation as required
- 1st level contact for follow up on operational queries for WA representatives with dealer service center
- Manage the MFDA/IIROC redemption tracker and follow up with reps
- Monitoring the daily wealth inbox, assign tasks to appropriate advisors and update the referral tracking log
- Update information on Wealth CRM
- Collaborates with internal stakeholders in order to deliver on business objectives
- Map key operational workflow processes to create standardization
- Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
- Other related duties as assigned

**Qualifications**
- Post secondary education combined with 2 years _related_ experience in a similar role in a financial institution
- Knowledge of investment products and wealth management
- Willingness to pursue additional learning programs

**Competencies**
- Excellent interpersonal and communication skills
- Strong organizational and multi-tasking skills with attention to detail
- Excellent problem-solving skills
- Ability to manage change and adapt quickly

**About Alterna Savings**

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking for over 110 years. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with 217,000 members through a network of 46 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the Allpoint Network in the US.

**Working at Alterna**

Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 110 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.

We are incredibly proud of our corporate culture, where everyone works together towards a common goal, the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for seven years running.
- Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact the recruiter to let us know how we can accommodate you.

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