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Partner Support Associate, Private Counsel
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Assistant Wellness Coodinator
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Assistant Care Manager
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Yorkville University CanadaAbout UsThe same philosophy of personal attention that distinguishes Yorkville Education Company as a leading provider of post-secondary education makes us an exceptional place to work. We are a progressive and modern institution, responding to the needs of current and future stu ...
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Fund Manager
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Portfolio Associate
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Director, Contract Management
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Chief Scientific Officer
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Senior Legal Counsel Corporate Law
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Partner Support Associate, Private Counsel - Canada - Wellington-Altus Financial Inc.
3 weeks ago
Description
Partner Support Associate, Private CounselPartner Support Associate, Private Counsel
Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance 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.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 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.
Undertaking project work, as necessary, to enhance WAPC Operations.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.
Staying up to date with process changes, and best practices to continually enhance knowledge and provide informed support to the advisory teams.
Regularly reporting on key performance metrics, including response times and issue resolution rates, to the Manager, Private Counsel Operations.
Minimum of 1 year experience in a customer support or advisor-facing 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.
Proficiency in using MS Office systems and other relevant software applications.
Excellent interpersonal skills and a customer-centric approach to handling inquiries and providing support.
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.
Experience in a customer support or advisor-facing role within the financial services industry #J-18808-Ljbffr
