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Transition Associate
2 weeks ago
Location:
This position will be based out of our Manitoba or Saskatoon 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 Manager, Transitions, the Transition Associate will be responsible for supporting Transitions for the purpose of onboarding new Advisor Teams. Transition Associates play a key role in the growth of our business, utilizing their exceptional client service skills, combined with their keen eye for detail and process improvement to successfully manage and complete the tasks and projects associated with Advisor Onboarding.
Key responsibilities include:
Prepare account documentation & complete quality control processes
Review Personal Information Form (PIF).
- Analyzing information contained in PIF to establish account types, platforms, additional forms and selecting templates for various scenarios per household.
- Identify missing information, documentation, and forms.
Completing templates and preparing packages.
Manage documentation finalization, workflow initiation, and follow-up
Upload or print (depending on mode of delivery) packages for delivery to client.
- Package tracking throughout workflow process at various levels.
Upload to DocuSign.
Complete documentation corrections
Communicate with various departments to identify and rectify required corrections.
- Update documentation as required.
Reinitiating and continue workflow to completion.
Complete ongoing reporting
Complete package tracking via Transition Tracker.
- Complete Daily Summary reporting on metrics.
- Update and maintain Smartsheet data and documents.
Complete ad hoc reporting, as required.
Complete transfers processing
Review transfer forms for accuracy and completeness.
- Initiate transfers via partner website/tools.
- Track, reconcile and follow up on all transfers.
Monitor transfers for rejections and reprocess if necessary.
Provide support to incoming & recently-transitioned IA teams
Act as a general resource person concerning the firm's products, procedures, and policies.
- Liaise with marketing provider and IT provider to support the onboarding of teams.
The ideal candidate will possess:
- Completion of post-secondary education in business administration, accounting, finance, or a similar field of study preferred.
- 1+ years' experience in a customer/client-service facing role, or minimum of 1 year as a Junior Transition Associate.
- Equivalent combination of education and experience may be considered.
- Experience in wealth management/financial services or other regulated industry is a strong asset.
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Strong knowledge and desire to learn new technology applications quickly, such as DocuSign, custodian applications, WA systems.
- Completion of the Canadian Securities Institute courses – CSC or CPH – is an asset.
- Exceptional organizational skills.
- Ability to communicate effectively, both written and verbal, with all levels within the organization, across various mediums (in-person, over the phone, virtually).
- Ability to adapt quickly to changing needs and work requirements.
- Demonstrated ability to learn job-specific/proprietary technology and systems in an accelerated amount of time (within 3 months of hire).
- Proven, reliable work ethic with the ability to manage multiple, competing priorities.
- Established ability to independently identify problems and make suggestions for improvement.
- Experience working within defined processes with the ability to independently manage tasks and outcomes.
- Excellent attitude and committed to providing extraordinary service.
- An excellent attention to detail.
- An ability to maintain the highest levels of confidentiality.
- Willingness and ability to work overtime as business needs dictate, including evenings and weekends.
- Adaptability & Flexibility.
- Advisor Focus.
- Drive for Results.
- Teamwork & Collaboration.
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.
- Must be able to travel within Canada 0-15% of the time.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-
