Coordinator, Wealth Products

**Coordinator, Wealth Products**

**Location**:This position will be based out of our Winnipeg or Toronto office.

**Our organization**:
Founded in 2017, Wellington-Altus Financial (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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 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 2025 Brokerage Report Card._

**The opportunity**:
The Coordinator, Wealth Products will be responsible for composing up-to-date operational guides related to discretionary trading and support. Additionally, they will be crucial in facilitating interactions with the products team, central overlay group, transformation office, Business Analysts and other business units. The role also involves servicing Investment Advisors on the platform with a white-glove experience, ensuring their needs are met with the highest level of attention and care. This position requires a high level of detail orientation, financial acumen, and agility.

**Key responsibilities include**:

- **Operational Work**
- Act as liaisons between investment advisors (IAs) and third-party vendors, such as SMA, and internal teams such as Central Overlay Group and Envestnet teams, facilitating effective communication and resolving operational issues.
- Complete research and provide timely and accurate responses to inquiries from IA teams and staff, including handling trading queries, service requests, and assessing or mitigating operational errors on discretionary platforms.
- Process account setups in internal systems, including coding accounts appropriately on Thomson systems, maintaining and adjusting account configurations, and implementing quality checks and controls on various processes.
- Provide comprehensive data reports, extracts, and auditing services for departments like Documentation, Advent Support, vendors, Fees, and Data teams, ensuring data integrity and accuracy across platforms.
- Collaborate closely with the Fees department to manage and process closing fees on accounts and oversee platform performance while resolving issues.
- Support IA teams in operational aspects, addressing inquiries, processing corrections, and ensuring compliance with regulatory requirements and data accuracy.
- Liaise with custodians (National Bank Independent Network), vendors, and internal parties, striving to deliver exceptional service to advisory teams while maintaining efficient operations.

- **Developing as a Specialist**
- Educate team members on Wealth Products operations and platform functionalities and conduct regular training sessions for team members and other departments to ensure effective platform usage and updates.
- Collect, validate, and monitor trade data, assessing and correcting from a service and control perspective to maintain high standards in platform operations.
- Research, gather, and examine data to develop valuable insights and provide solutions for process improvements, supporting business development efforts with operational expertise.
- Evaluate and implement technology solutions to enhance platform operations, preparing and presenting operational performance reports to senior management while also being engaged in platform-related projects.
- Develop and maintain relationships with internal and external stakeholders, collaborating seamlessly with business lines, custodians, third-party vendors, and advisory teams to facilitate efficient operations and foster a collaborative, innovative team environment.

- **Project Work**
- Participate in and manage projects requiring platform expertise, working closely with other departments and vendors to improve processes, add value, and handle ad hoc projects upon request and approval.
- Coordinate with IT for system updates, testing, and troubleshooting, and assist in PPP Repatriation projects by focusing on smooth transitions and asset repatriation.
- Prepare detailed project documentation and reports to track progress and outcomes, supporting reporting requirements for the operational business unit and maintaining periodic communication with senior management.
- Provide service support to the internal teams, addressing needs and contributing to overall business objectives.
- Perform other duties as assigned, including work related to Envestnet, Advisor Connect, and any additional project work that meets the business needs.
- Perform other duties as assigned.

- A bachelor’s degree or diploma in Business Administration, Accounting, Finance, Economics, or a related field of study is an asset.
- Experience of one or more years