Partner Support Associate, Private Counsel

**Partner Support Associate, Private Counsel**

**Location**:This in-office position will be based out of our Winnipeg 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**:
Reporting to the Lead, Operations Account Services, Private Counsel Operations, the Partner Support Associate, Private Counsel plays a crucial role as the first line of contact for Wellington-Altus Private Counsel (WAPC). The incumbent is responsible for efficiently handling queries, and escalations, and providing problem resolution to the advisory teams that comprise WAPC.

The Partner Support Associate, Private Counsel entails acting as a primary point of contact for internal departments and external partners, including custodians and service providers. Moreover, the incumbent will collaborate closely with the Lead Process Specialist to document and review processes, with a keen focus on identifying potential improvements to enhance overall efficiency.

**Key responsibilities include**:

- Serving as the primary point of contact and providing outstanding support to the advisory teams within Wellington-Altus Private Counsel.
- Handling queries, escalations, and providing timely resolutions to ensure smooth operation.
- Collaborating with internal departments and external partners, such as Custodians and service providers, to address inquiries and maintaining strong working relationships.
- Proactively identifying opportunities for process optimization, streamlining workflows, and implementing best practices.
- Assisting in the development and maintenance of comprehensive knowledge resources, guidelines, and standard operating procedures to facilitate effective information sharing and consistent service delivery.
- Staying up to date with process changes, and best practices to continually enhance knowledge and provide informed support to the advisory teams.
- Collaborating with cross-functional teams to address complex issues, propose solutions, and drive process improvements.
- Regularly reporting on key performance metrics, including response times and issue resolution rates, to the Manager, Private Counsel Operations.
- Preparing and distributing client communications, including quarterly statements.
- Undertaking project work, as necessary, to enhance WAPC Operations.
- Reviewing and addressing custodial reporting requirements.
- Identifying training opportunities and potential areas for procedure improvements.
- Serving as the primary point of contact and outstanding support to the advisory teams within Wellington-Altus Private Counsel.
- Performing other duties as assigned.
- A high school diploma or equivalent (Diploma preferred).
- Minimum of 2 years experience in a customer support or advisor-facing role within the financial services industry.
- Experience in wealth management/financial services or other regulated industry is a strong asset.
- Investment Support and Private Counsel experience would be considered an asset.
- Completion of Canadian Securities Course (CSC) or Conduct and Practices Handbook Course (CPH) would be considered an asset.
- Exceptional problem-solving skills with the ability to analyze complex issues, identify root causes, and propose effective solutions.
- Strong communication skills, both verbal and written, with the ability to convey information clearly and professionally.
- Excellent interpersonal skills and a customer-centric approach to handling inquiries and providing support.
- Familiarity with investment products, financial advisory services, and industry regulations is highly desirable.
- Proactive attitude with a continuous improvement mindset and the ability to adapt to changing priorities.
- Strong organizational skills and a detail-oriented mindset with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
- Passion for continuous learning and the ability to review and interpret the full scope of situations, making necessary connections and recommendations for full resolution.

**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**:
**Experience**: Preferred
- 1 year(s): Experience in a customer support or advisor-facing role within the financial services indu