Asset Management Analyst
2 weeks ago
Wellington-Altus Private Wealth Inc. is seeking a highly skilled Asset Management Analyst to join our team. As a key member of our operations team, you will play a vital role in supporting our advisors by reconciling custodian data across various business applications.
Key Responsibilities- Data Analysis and Reconciliation: Conduct thorough data analysis to reconcile information from multiple applications, ensuring accuracy and consistency across custodian records and Envestnet.
- Account Maintenance: Updating accounts on an ongoing basis (client name changes, rep code changes, and address changes etc.).
- Task Management: Performing daily tasks such as sorting and assigning of new accounts.
- Process Improvement: Identifying gaps in procedural workflows and maintaining issue logs to mitigate risks and impacts, supporting continuous improvement initiatives.
- Training and Development: Developing training materials and assisting in training sessions for advisor teams on new applications and enhancements, ensuring smooth adoption and usage.
- Client Support: Handling service requests from advisors, providing a white-glove service (generating reports such as Quarterly Performance Reports, Client Proposals, etc).
- Policy and Procedure Management: Reviewing, updating, and maintaining policies and procedures, ensuring alignment with regulatory requirements and operational standards.
- System Enhancement: Assisting in gathering requirements for system fixes and enhancements and participating in User Acceptance Testing (UAT) to validate new releases.
- Education: A bachelor's degree in Finance, Business, Information Technology, or similar field of study.
- Experience: Experience working with a discretionary Portfolio Manager considered an asset. Previous operations experience is an asset.
- Skills: Proficiency in Microsoft Office Suite, particularly Excel, for data manipulation and reporting. 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.
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IT Asset Business Analyst
2 weeks ago
Winnipeg, Manitoba, Canada Paradigm Consulting Group Full timeAbout the Role:Paradigm Consulting Group is seeking a highly skilled Business Analyst to join our team. As a Business Analyst, you will play a critical role in delivering and implementing significant initiatives that enable our customers to maximize their investments in their business processes and information technology.Key Responsibilities:Work closely...
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IT Asset Business Analyst
2 weeks ago
Winnipeg, Manitoba, Canada Paradigm Consulting Group Full timeAbout the Role:Paradigm Consulting Group is seeking a highly skilled Business Analyst to join our team. As a Business Analyst, you will play a critical role in delivering and implementing significant initiatives that enable our customers to maximize their investments in their business processes and information technology.Key Responsibilities:Work closely...
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Financial Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeFinancial Wealth Management Associate – BCV Asset Management Inc.Are you driven by the desire to engage directly with clients as their primary Financial Wealth Manager? Do you have a passion for navigating all facets of wealth management services, including Financial Planning, Investment Strategies, and Insurance Solutions? If you aspire to be part of a...
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Financial Wealth Management Associate
1 month ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeFinancial Wealth Management Associate – BCV Asset Management Inc.Are you driven by the desire to engage directly with clients as their primary Financial Wealth Manager? Do you have a passion for navigating all facets of wealth management services, including Financial Planning, Investment Strategies, and Insurance Solutions? If you aspire to be part of a...
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Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Wealth Management Associate to join our team at BCV Asset Management Inc. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support in all aspects of wealth management services.Key ResponsibilitiesClient Relationship Management:...
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Wealth Management Associate
3 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Wealth Management Associate to join our team at BCV Asset Management Inc. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support in all aspects of wealth management services.Key ResponsibilitiesClient Relationship Management:...
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Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Advisor Associate to join our team at BCV Asset Management Inc.Key Responsibilities:Work directly with clients as their primary Wealth Advisor, providing personalized financial planning and investment advice.Develop and implement comprehensive wealth management strategies, including...
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Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Advisor Associate to join our team at BCV Asset Management Inc.Key Responsibilities:Work directly with clients as their primary Wealth Advisor, providing personalized financial planning and investment advice.Develop and implement comprehensive wealth management strategies, including...
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Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Wealth Management Associate to join our team at BCV Asset Management Inc. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support in all aspects of wealth management services.Key ResponsibilitiesClient Relationship Management:...
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Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Wealth Management Associate to join our team at BCV Asset Management Inc. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support in all aspects of wealth management services.Key ResponsibilitiesClient Relationship Management:...
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Business Systems Analyst
2 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleThis is an exciting opportunity to join the Corporate Solutions Technology team at IG Wealth Management, a leading diversified wealth and asset management company. As a Business Systems Analyst, you will play a key role in delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.Key...
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Business Systems Analyst
2 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeAbout the RoleThis is an exciting opportunity to join the Corporate Solutions Technology team at IG Wealth Management, a leading diversified wealth and asset management company. As a Business Systems Analyst, you will play a key role in delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.Key...
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Financial Services Professional
2 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Management Associate to join our team at BCV Asset Management Inc. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support in all aspects of wealth management services.Key ResponsibilitiesClient Relationship Management:...
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Financial Services Professional
2 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Management Associate to join our team at BCV Asset Management Inc. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support in all aspects of wealth management services.Key ResponsibilitiesClient Relationship Management:...
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Financial Analyst
2 weeks ago
Winnipeg, Manitoba, Canada Peter Lucas Project Management Inc. Full timeAbout Peter Lucas Project Management Inc.Peter Lucas Project Management Inc. is a leading provider of project delivery services, investing in people, community, and cutting-edge technology to achieve gold standard results.We are seeking a highly skilled Project Financial Analyst to join our team, responsible for providing accounting support on various...
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Financial Analyst
2 weeks ago
Winnipeg, Manitoba, Canada Peter Lucas Project Management Inc. Full timeAbout Peter Lucas Project Management Inc.Peter Lucas Project Management Inc. is a leading provider of project delivery services, investing in people, community, and cutting-edge technology to achieve gold standard results.We are seeking a highly skilled Project Financial Analyst to join our team, responsible for providing accounting support on various...
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Financial Analyst
2 weeks ago
Winnipeg, Manitoba, Canada Peter Lucas Project Management Inc. Full timeAbout Peter Lucas Project Management Inc.Peter Lucas Project Management Inc. is a leading provider of project delivery services, investing in people, community, and cutting-edge technology to achieve gold standard results.We are seeking a highly skilled Project Financial Analyst to join our team, responsible for providing accounting support on various...
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Facilities Asset Manager
2 weeks ago
Winnipeg, Manitoba, Canada Winnipeg Incorporated Full timeJob Category: Building Operations and CleaningJob SummaryWe are seeking a highly skilled Facilities Asset Manager to join our team at Winnipeg Incorporated. As a key member of our asset management function, you will be responsible for the comprehensive management and optimization of our diverse property portfolio.Key ResponsibilitiesOversee and optimize the...
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Facilities Asset Manager
2 weeks ago
Winnipeg, Manitoba, Canada YMCA-YWCA OF WINNIPEG Full timeAbout the RoleThe YMCA-YWCA of Winnipeg is seeking a highly skilled and experienced Facilities Asset Manager to join our team. As a key member of our Asset Management function, you will be responsible for the comprehensive management and optimization of our diverse property portfolio.Key ResponsibilitiesOversee and optimize the performance of our property...
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Facilities Asset Manager
2 weeks ago
Winnipeg, Manitoba, Canada Winnipeg Incorporated Full timeJob Category: Building Operations and CleaningJob SummaryWe are seeking a highly skilled Facilities Asset Manager to join our team at Winnipeg Incorporated. As a key member of our asset management function, you will be responsible for the comprehensive management and optimization of our diverse property portfolio.Key ResponsibilitiesOversee and optimize the...