Business Analyst, Quality Assurance Specialist

2 weeks ago

Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time
About the Role:

We are seeking a highly skilled Business Analyst to join our team at Wellington-Altus Private Wealth Inc. as a Quality Assurance Specialist. This role plays a vital part in supporting our advisors by reconciling custodian data across various business applications.

Key Responsibilities:
  • Reconcile custodian data across multiple applications to ensure accuracy and consistency across custodian records and Envestnet.
  • Update accounts on an ongoing basis, including client name changes, rep code changes, and address changes.
  • Perform daily tasks such as sorting and assigning of new accounts.
  • Input non-financial data to support temporary or permanent manual processes.
  • Identify gaps in procedural workflows and maintain issue logs to mitigate risks and impacts.
About the Team:

Our team is dedicated to providing exceptional service to our advisors and clients. We are a collaborative and dynamic group that values innovation and continuous improvement.

Requirements:
  • Bachelor's degree in Finance, Business, Information Technology, or similar field of study.
  • Experience working with a discretionary Portfolio Manager is considered an asset.
  • Previous operations experience is an asset.
  • Proficiency in Microsoft Office Suite, particularly Excel, for data manipulation and reporting.
  • Demonstrate strong analytical skills with an ability to conduct data analysis and generate meaningful insights.
  • Effective communication skills with an ability to articulate technical concepts to non-technical stakeholders.
  • A detail-oriented approach with a focus on accuracy and quality in all tasks.
About Wellington-Altus Private Wealth:

We are a leading investment dealer in Canada, committed to equity and diversity within our community. We welcome applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.

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