Operations Assistant

3 days ago

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

**Operations Assistant**

**Location**:This position is based out of our Winnipeg office.

**Type**:This is a full-time, 1 year term position.

**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., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 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 2024 Brokerage Report Card._

**The opportunity**:
Reporting to the Senior Manager, Operations Account Services & Support, 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 establishing department procedures, implementing, and continually reviewing them to create efficiencies.
- Providing 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.
- Collaborating with other departments to support account opening within the organization.
- Managing returned mail and hold mail requests following internal department processes.
- Maintaining electronic copies of all submitted documentation within Advisor Connect and Croesus.
- Providing 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.
- Performing other duties as assigned.
- 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.
- Maintain the highest levels of confidentiality in all matters.

**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**:

  • Operations Assistant

    2 months ago

    Winnipeg, Canada Thalman Logistics Full time

    Reporting to the Operations Manager, the Operations Assistant will promote a teamwork culture and successfully overlook the daily operations processes in regard to the coordination of drivers and vehicles. They will also ensure that the organization successfully implements and complies with all procedures, safety and other regulatory requirements. This...

  • Operations Assistant

    2 months ago

    Winnipeg, Canada FWS Group Full time

    **Operations Assistant** **FWS Group of Companies is a fully integrated design, engineering, construction, and maintenance services firm.** We are advocates of the design-build approach to project development. Whether our clients are looking at greenfield construction or retrofitting an existing facility, we have the in-house expertise to take their project...

  • Operations Assistant

    2 months ago

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

    **Operations Assistant** **Location**:This position is based out of our Winnipeg office. **Type**: This is a Full-Time, 3 month Term position. **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.,...

  • Operations Assistant

    2 months ago

    Winnipeg, Manitoba, Canada beBee Professionals Full time $30,000 - $45,000

    Job SummaryWe are seeking a highly organized and detail-oriented Office/Administrative Assistant to support our office operations in Winnipeg. As a key member of our team, you will be responsible for ensuring the smooth day-to-day functioning of our office.Key ResponsibilitiesManage phone calls, emails, and office correspondence to maintain a professional...

  • Asphalt Worker

    5 months ago

    Winnipeg, Canada Klasz Operations Inc Full time

    Durée de l'emploi: Saisonnier - Langue de travail: Anglais - Heures de travail: 40 to 75 hours per week - Education: - Expérience: **Education**: - No degree, certificate or diploma **Work site environment**: - Outdoors - Dusty **Work setting**: - Various locations **Tasks**: - Load, unload and transport construction materials - Mix, pour and spread...

  • Restaurant Operations Assistant

    3 weeks ago

    Winnipeg, Manitoba, Canada Mr Calzone Pembina] Full time

    Restaurant Operations OverviewMr Calzone Pembina is seeking a skilled Restaurant Operations Assistant to join our team. As a key member of our restaurant operations team, you will be responsible for ensuring the smooth day-to-day operation of our restaurant.Key ResponsibilitiesAssist in managing restaurant operations.Support the restaurant management...

  • Operating Room Assistant

    2 months ago

    Winnipeg, Canada Health Sciences Centre Full time

    **Requisition ID**: 367267 **Position Number**: 20060646 **Posting End Date**: September 27, 2024 **City**: Winnipeg **Employer**: Shared Health **Department / Unit**: Patient Care Adult OR **Job Stream**: Clinical **Union**: CUPE **Anticipated Start Date**: 10/04/2024 **FTE**:1.00 **Anticipated Shift**: Days **Work Arrangement**: In...

  • Category Operations Assistant

    3 weeks ago

    Winnipeg, Manitoba, Canada The North West Company Full time

    Job Title: Category Operations AssistantAbout the Role: We are seeking a highly skilled Category Operations Assistant to join our team at The North West Company. As a key member of our category management team, you will play a critical role in supporting the Category Manager with day-to-day tasks and ensuring the smooth operation of our category.Key...

  • Operating Room Assistant

    1 month ago

    Winnipeg, Canada Health Sciences Centre Full time

    **Requisition ID**: 368891 **Position Number**: 20060645 **Posting End Date**: October 31, 2024 **City**: Winnipeg **Employer**: Shared Health **Site**:Health Sciences Centre **Department / Unit**: Patient Care Adult OR **Job Stream**: Clinical **Union**: CUPE **Anticipated Start Date**: 11/04/2024 **FTE**:1.00 **Anticipated Shift**: Days **Work...

  • Operating Room Assistant

    1 month ago

    Winnipeg, Canada Pan Am Clinic Full time

    **Requisition ID**: 368891 **Position Number**: 20060645 **Posting End Date**: October 31, 2024 **City**: Winnipeg **Employer**: Shared Health **Site**: Health Sciences Centre **Department / Unit**: Patient Care Adult OR **Job Stream**: Clinical **Union**: CUPE **Anticipated Start Date**: 11/04/2024 **FTE**: 1.00 **Anticipated Shift**: Days **Work...

  • Operating Room Assistant

    2 months ago

    Winnipeg, Canada Health Sciences Centre Full time

    **Requisition ID**: 366834 **Position Number**: 20060644 **Posting End Date**: September 23, 2024 **City**: Winnipeg **Employer**: Shared Health **Site**:Health Sciences Centre **Department / Unit**: Patient Care Adult OR **Job Stream**: Clinical **Union**: CUPE **Anticipated Start Date**: ASAP **FTE**:1.00 **Anticipated Shift**: Days **Work...

  • Operations Administrative Assistant

    6 months ago

    Winnipeg, Canada BOMImed Inc Full time

    **Responsibilities**: - Data entry tasks. - Manage ongoing communications with internal & external staff, vendors, and contractors. - Assist in record keeping, recording meeting minutes and other related tasks. - Perform inventory control related tasks using the ERP system software. - Support Purchasing with data entry related tasks. - Collect and compile...

  • Restaurant Operations Assistant

    4 weeks ago

    Winnipeg, Manitoba, Canada Boston Pizza Henderson Full time

    Job Title: Restaurant Operations AssistantJob Summary: We are seeking a highly skilled Restaurant Operations Assistant to join our team at Boston Pizza Henderson. This is a full-time position that requires a strong ability to analyze and improve restaurant operations to boost profits. The ideal candidate will have 2 years of experience in a similar role and...

  • Store Associate

    3 months ago

    Winnipeg, Canada The Salvation Army - National Recycling Operations Full time

    **Crestview location** - Become part of an organization that values its employees, volunteers, guests and donors._ - Do you have a passion for Thrift? Are you motivated, looking for a role with a purpose, and have a desire to make a difference in your local community? We offer a unique way to serve through retail and recycling!_ - Our team members...

  • Logistics Operations Assistant

    2 weeks ago

    Winnipeg, Manitoba, Canada The North West Company Full time

    Overview: The North West Company, a leading retailer to under-served rural communities and urban neighbourhood markets, is seeking a skilled Logistics Operations Assistant to join our team at the Winnipeg Logistics Service Centre. Salary: A competitive salary of $40,000 - $55,000 per year, commensurate with experience, will be offered to the successful...

  • Restaurant Operations Assistant

    4 weeks ago

    Winnipeg, Manitoba, Canada Boston Pizza Henderson Full time

    Restaurant Operations AssistantWe are seeking a detail-oriented and organized Restaurant Operations Assistant to join our team at Boston Pizza Henderson. In this role, you will be responsible for analyzing budgets to boost and maintain the restaurant's profits, evaluating daily operations, and modifying food preparation methods and menu prices according to...

  • Seasonal Operations Assistant

    2 weeks ago

    Winnipeg, Manitoba, Canada Bimbo QSR Full time

    We are seeking a detail-oriented and physically capable individual to join our team as a Seasonal Operations Assistant in Winnipeg, MB.Job OverviewBimbo Canada is a leading manufacturer of baked goods with a commitment to creating an exceptional workplace for our associates. As a Seasonal Operations Assistant, you will play a vital role in ensuring the...

  • Kitchen Operations Assistant

    2 weeks ago

    Winnipeg, Manitoba, Canada Westbrook-Fraserwood Hotels Inc. Full time

    Job Title: Kitchen Operations AssistantWe are seeking a highly skilled and dedicated individual to join our team as a Kitchen Operations Assistant at Westbrook-Fraserwood Hotels Inc. This role is perfect for those who thrive in fast-paced environments and are passionate about delivering exceptional results.Job Description:As a Kitchen Operations Assistant,...

  • Executive/ Operations Assistant

    3 weeks ago

    Winnipeg, Canada PharmaSI Full time

    **Job Summary**: Reporting directly to the President & CEO, the Executive/Operations Assistant provides executive and operations support in a one-on-one working relationship. The Executive/Operations Assistant serves as the primary point of contact for internal and external constituencies on all matters pertaining to the President & CEO. **Time...

  • Financial Operations Assistant

    2 weeks ago

    Winnipeg, Manitoba, Canada Ka Ni Kanichihk Full time

    At Ka Ni Kanichihk Inc., we are seeking a highly skilled Financial Operations Assistant to join our team. In this role, you will be responsible for managing all accounts receivables, assisting in accounts payable, cheque requisitions, and submitting monthly reports to accounting.The successful candidate will have experience working in a Finance position with...