Operations Assistant

1 day ago

Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

**Operations Assistant**

**Location**:This position is based out of our Winnipeg office.

**Type**: This is a Full-Time, 3 month Term position.

**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., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 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 Senior Manager, Operations Account Services & Support, The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained.

**Key responsibilities include**:

- Assist in establishing department procedures, implementing, and continually reviewing them to create efficiencies.
- Provide timely and accurate responses to documentation queries and account opening requests from internal departments and investment advisor teams.
- Doc Support Inbox: Manage, resolve, and assign tickets to appropriate teams and departments. Monitor ticketing systems within internal platforms and manage day-to-day workflow operation processes.
- Collaborate with other departments to support account opening within the organization.
- Manage returned mail and hold mail requests following internal department processes.
- Maintain electronic copies of all submitted documentation within Advisor Connect and Croesus.
- Provide clients with signed documentation and welcome packages via electronic signature platforms.
- Advisory Team Relational Support: Resolve issues, answer inquiries, attend meetings, and coordinate with departments and third-party stakeholders to provide optimal client support.
- Perform other duties as assigned.
- College or University undergraduate degree in a related field, or equivalent work experience.
- 1-2 years of financial services industry experience, preferably in an administrative or operational capacity.
- 1-2 years’ experience in a customer/client-service
- facing role.
- Demonstrate exceptional accountability, reliability, adaptability, and innovation in daily tasks and long-term objectives.
- Exhibit an excellent attitude and unwavering commitment to providing extraordinary service.
- Showcase meticulous attention to detail in all responsibilities.
- Possess exemplary interpersonal skills with the ability to communicate effectively and work collaboratively across various mediums (in-person, over the phone, and virtually).
- Display strong organizational skills to manage tasks efficiently.
- Utilize strong critical thinking and superior written and verbal communication skills.
- Maintain the highest levels of confidentiality in all matters.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience using Croesus, iMost, Net Rep, Thompson One.

**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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