Business Operations Specialist
5 days ago
At Wellington-Altus Private Wealth Inc., we're looking for a talented Business Operations Specialist to join our team.
About the RoleWe offer a competitive salary range of $65,000 - $85,000 per year, depending on experience and location. Our ideal candidate will have a strong background in finance and data analysis, with previous experience in reconciliation on discretionary systems including Envestnet.
Key Responsibilities- Reconcile custodian data against various business applications, analyzing exceptions and implementing remedial actions.
- Collaborate with internal teams, custodians, and external technology partners to address and resolve complex issues.
- Perform data reconciliation across multiple applications, conducting workflow gap analyses and maintaining issue logs.
- Input non-financial data and execute quality control checks to support temporary or manual processes.
- Provide business support to advisors, optimizing the use of enterprise solutions and responding to service requests.
- Develop training materials and assist in training advisor teams on new or enhanced applications.
- Bachelor's degree or better in Finance or related field.
- Previous experience in reconciliation on discretionary systems including Envestnet is highly desirable.
- Proficiency with MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Ability to mine data from Croesus, Thompson One, and other custodial and vendor systems is an asset.
Wellington-Altus Private Wealth Inc. is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.
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