Analyst, Financial Systems Administrator - Winnipeg, Canada - Wellington-Altus Private Wealth Inc.

Wellington-Altus Private Wealth Inc.

Verified Company

Winnipeg, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Analyst, Financial Systems Administrator

Location:
This position can be based out of our Winnipeg, Toronto, Saskatoon, or Calgary offices.

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 $25 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 2023 Brokerage Report Card._

The opportunity:

Key responsibilities include:

Acting as a key member of the project team to deliver the new instance of Croesus.
Being integral in the process development and testing activities leading to project launch.
Coordinating testing activities with respective internal departments to ensure the most current version of the administration system is in place.
Being responsible for driving change requests with the vendor.
Collaborating with the Training & Development team to develop and administer specialized system training.
Updating transactional data in the administration system daily to ensure the data meets the needs of our advisor teams.
Facilitating customization changes per branch (basic report configuration, client information fields customization, etc).
Identifying, documenting, reporting, and tracking system issues (related to data and performance).
Collaborating with the Service Desk team when there are outages or service issues reported.
Managing escalation of feedback from key users and providing support for functional questions as raised by the advisor teams.
Maintaining comprehensive system documentation, as well as process & procedure capture and continual improvement.
Being responsible for elevated controls surrounding user management of the Croesus system.
Performing regular audits into user assignments and supporting the Service Desk with changes requested.
Collaborating with key departments on reconciliation activities to align data across the various systems.
Generating and presenting monthly reports out of Croesus around topics such as user engagement, system performance, etc.
Performing other duties as assigned.
A bachelor's degree or diploma in finance, business analysis, or a similar field of study. An equivalent combination of education and experience will be considered.
Knowledge of financial products, financial calculations, financial terms, and business processes of an introducing broker.
A minimum of 25 years of financial services industry experience, preferably in a highgrowth environment.
A minimum of 2 years experience in a customer/clientservicefacing role.
Experience in the wealth management or other regulated industries is a strong asset.
Successful completion of a certificate in Quality Management and/or Business Analytics is considered an asset.
Experience with various collaborative workflow tools (Jira) and Croesus is preferred, but not required.
Proficiency with Microsoft Office Suite, especially Excel.
Demonstrate analytical, organizational, problemsolving, and excellent verbal and written communication skills.
An ability to work independently with mínimal supervision and collaboratively as part of a team.
Strong organizational skills with the ability to proactively organize and manage a high volume of timesensitive, highly detailed, and confidential information.

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.

Education:
Preferred