Partner Support Specialist, Transfers

**Partner Support Specialist, Transfers**

**Location**:This position can be based in our Calgary, Winnipeg, or Toronto office.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $35 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 2024 Brokerage Report Card._

**The opportunity**:
Reporting to the Manager, Advisor Experience, the Partner Support Specialist, Transfers is responsible for providing expert support to advisors within WAPW regarding external transfer cases. This role involves the efficient processing of transfer requests, troubleshooting complex issues, and collaborating with internal departments and external partners, including our custodian (NBIN), to resolve inquiries. The Partner Support Specialist, Transfers ensures smooth and timely transfer processes, improves advisor experiences, and maintains strong relationships with advisory teams and external institutions.

**Key responsibilities include**:

- Providing timely and accurate assistance to advisors with external transfer inquiries, ensuring smooth processing of requests.
- Acting as the main point of contact between advisors, internal teams, NBIN, and external institutions.
- Investigating and resolve complex transfer-related issues by collaborating with internal teams and external partners. Proactively manage escalations and ensure all issues are addressed promptly and professionally.
- Identifying recurring issues in the external transfer process and work with the Manager and other teams to develop solutions, improve workflows, and reduce inquiry volume
- Helping maintain and update the internal team’s guide, suggesting improvements or new topics when necessary.
- Building strong, proactive relationships with advisory teams, understanding their needs and providing personalized support. Provide tailored solutions to ensure a smooth advisor experience and timely resolution of transfer-related matters.
- Performing additional tasks related to advisor support and operational processes.
- Bachelor’s degree or diploma in Business Administration or similar field of study.
- 3-5 years of experience in the financial services industry, ideally within a high-growth environment.
- Equivalent combinations of education and experience will be considered.
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Advanced skills in Excel and familiarity with Power BI are desirable.
- Experience with external transfer systems (e.g. ATON, CDC, DTC) or willingness to learn.
- Exhibit high accountability, reliability, adaptability, and innovation in achieving both daily tasks and long-term goals.
- Demonstrate a strong commitment to providing exceptional service with a positive attitude.
- Maintain excellent attention to detail.
- Possess exemplary interpersonal and influencing skills, with the ability to communicate effectively and collaborate across various mediums (in-person, phone, and virtually).
- Display excellent problem-solving abilities.
- Showcase strong organizational skills.
- Demonstrate a high tolerance for ambiguity, with the ability to adapt and manage a large volume of competing priorities.
- Employ strong critical thinking and effective written and verbal communication skills.
- Uphold the highest levels of confidentiality.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- Must be able to travel 0 - 1% of the time.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**: