Operations Assistant

1 week ago

Winnipeg, Canada Wellington-Altus Private Wealth Full time

**Operations Assistant**

**Location**: This position will be based in our Winnipeg office.

**Term**:4 months.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With approximately $20 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 2021 Brokerage Report Card

**The opportunity**:
This will be a 4 month term position.

**Key responsibilities include**:

- Reviewing and prescreening account opening documents and advising teams of all missed items.
- Becoming an expert resource person on all policies and procedures concerning managed products and account opening.
- Being responsible for setting up and the coding of all account’s types.
- Being responsible for daily/weekly reconciliation to ensure accuracy.
- Assisting in the establishment of department procedures, implementation and ongoing review of those procedures, striving to create efficiencies.
- Providing timely and accurate responses to inquiries.
- Working with other departments as required to support account opening within the organization.
- Being responsible for the management, distribution, and tracking of account opening documents.
- Reviewing reports to audit account opening and account updates and ensure compliance with proper procedures.
- Inputting documents/data on the missing document reports.
- Managing returned mail and hold mail requests.
- Maintaining electronic copies of all submitted documentation.
- Providing a copy of signed documentation and welcome packages to clients.
- Maintaining E-Forms and all requirements put in place by WAPW, NBIN, CRA and all regulators.
- Performing other duties as assigned.
- A bachelor’s degree or diploma in business administration, accounting, finance, or similar field of study.
- A minimum of 3 years of industry experience, preferably in an administrative or operational capacity.
- Excellent interpersonal skills.
- A reliable, consistent work ethic.
- An ability to quickly adapt to changing needs.
- An ability to independently manage high volumes of work.
- An excellent attitude and a commitment to providing extraordinary service.
- A demonstrated ability to work collaboratively in a team environment.

**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**:

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