Transition Associate

1 week ago

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

**Transition Associate**

**Location**: This position will be 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 Manager, Transition, the Transition Associate will be responsible for supporting transitions of new Advisor teams and playing a role in the training of new associates.

Transition Associates play a key role in the growth of our business, utilizing their exceptional client service skills, combined with their keen eye for detail and process improvement to successfully manage and complete the tasks and projects associated with Advisor onboarding.

This is an ideal position for anyone who enjoys working with diverse teams on a variety of projects, likes the challenge of solving problems and is looking to leverage their skills and experience to build a career with an award-winning company.

**Key responsibilities include**:

- Reviewing spreadsheet to Personal Information Form (PIF)
- Analyzing information contained in PIF to establish account types, platforms, additional forms and selecting templates for various scenarios per household.
- Identifying missing information, documentation, and forms.
- Completing templates and preparing packages.
- Uploading or printing (depending on mode of delivery) packages for delivery to clients.
- Tracking packages throughout workflow process at various levels.
- Communicate with various departments to identify and communicate required corrections.
- Updating documentation as required and uploading to DocuSign.
- Reinitiating and continuing workflow to completion.
- Reviewing transfer forms for accuracy and completeness.
- Initiating transfers via partner website/tools.
- Tracking, reconciling, and following up on all transfers.
- Monitoring transfers for rejections and reprocessing if necessary.
- Acting as a general resource person concerning the firm’s products, procedures, and policies.
- Liaising with marketing and IT providers to support the onboarding of teams.
- Performing other duties as assigned.
- A bachelor’s degree or diploma in business administration, accounting, finance, or similar field of study.
- A minimum of one year of administrative or operational experience; financial services experience or completion of CSC/CPH is an asset.
- Exceptional organizational skills with the ability to communicate effectively with all levels within the organization.
- A high level of proficiency in Microsoft Office products, notably Excel; experience with financial tools an asset.
- An ability to adapt quickly to changing needs and work requirements.
- A demonstrated ability to learn job-specific/proprietary technology and systems in an accelerated amount of time (1-2 months after hire).
- A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
- A proven ability to independently identify problems and make suggestions for improvement.
- Experience working within defined processes, with the ability to independently manage tasks and outcomes.
- An excellent attitude and a commitment to providing extraordinary service.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- Must be able to travel within Canada up to 25% of the time.
- Must be able to work overtime as is operationally required.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**:

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