Operations Assistant

2 weeks ago

Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

**Operations Assistant**

**Location**: This position is located in our Winnipeg office.

**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, Operations, 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 the establishment of department procedures, implementation and ongoing review of those procedures, striving to create efficiencies.
- Providing timely and accurate responses to inquiries.
- Working with other departments as required to support account opening within the organization.
- Managing returned mail and hold mail requests.
- Maintaining electronic copies of all submitted documentation.
- Providing a copy of signed documentation and welcome packages to clients.
- Performing other duties as assigned.
- Minimum of 3 years of industry experience, preferably in an administrative or operational capacity.
- Excellent interpersonal skills.
- Reliable, consistent work ethic.
- Ability to quickly adapt to changing needs.
- Excellent attitude and committed to providing extraordinary service.
- A reliable, strong work ethic.
- An ability to quickly adapt to changing needs and rapidly growing company.

**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**:
**Behaviors**: Preferred
- Team Player: Works well as a member of a group
- Dedicated: Devoted to a task or purpose with loyalty or integrity

**Motivations**: Preferred
- Self-Starter: Inspired to perform without outside help
- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

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