Financial Systems Professional
6 days ago
About Wellington-Altus
Wellington-Altus Financial Inc. is a leading investment dealer in Canada and one of the country's Best Managed Companies. Our organization was founded in 2017 and has since grown to become a top-rated financial services entity.
The Business Systems Support role is part of our team responsible for ensuring seamless operations on our wealth management platform, Envestnet. The incumbent will work closely with internal teams, advisors, and external partners to identify and resolve issues in a timely manner.
- Key responsibilities include:
- Addressing trade discrepancies or errors by collaborating with internal teams and external partners to identify solutions.
- Updating transactional data daily to ensure accuracy and meet the needs of our advisor teams.
- Facilitating customization changes per branch, including report configuration and client information fields customization.
- Monitoring platform performance and trade execution to identify potential issues before they impact clients.
- Supporting system updates and enhancements.
- Identifying opportunities to improve processes and functionality.
- Responsible for elevated controls surrounding user management of the Envestnet system.
- Performing regular audits into user assignments and supporting Service Desk with requested changes.
- Identifying, documenting, reporting, and tracking system issues related to data and performance.
- Collaborating with the Service Desk team during outages or service issues.
- Managing escalation of feedback from key users.
- Providing support for functional questions raised by advisor teams.
- Maintaining comprehensive system documentation, capturing continual improvement.
- Collaborating with key departments on reconciliation activities to align data across various systems.
- Generating and presenting monthly reports on topics like user engagement and system performance.
- Ensuring compliance with company policies, industry standards, and regulations.
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