Partner Support Associate, Private Counsel - 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

Partner Support Associate, Private Counsel

Location:
Winnipeg

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:

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:

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.
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 crossfunctional 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.
Performing other duties as assigned.
A bachelor's degree in a related field or equivalent practical experience.
Minimum of 1 year experience in a customer support or advisorfacing role within the financial services industry.
Investment Support and Private Counsel experience would be considered an asset.
A Canadian Securities Course (CSC) would be considered an asset.
Familiarity with investment products, financial advisory services, and industry regulations is highly desirable.
Exceptional problemsolving 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 customercentric approach to handling inquiries and providing support.
Strong organizational skills and a detailoriented mindset with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
Proactive attitude with a continuous improvement mindset and the ability to adapt to changing priorities.
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.

Experience:
Preferred