Client Services Associate - Winnipeg, Canada - Wellington-Altus Private Wealth Inc.

Wellington-Altus Private Wealth Inc.

Verified Company

Winnipeg, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Client Service Associate

Location:
This position will be based in our Winnipeg office.

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 team, the Client Service Associate will participate in a broad range of administrative, operational, and marketing projects and tasks to support the efficient and successful operations of the team.

If you possess a passion for wealth management, are excited by ongoing growth, and strive to go above and beyond - we want to hear from you.

Key responsibilities include:

Independently and proactively completing administrative (ex. preparing letters, client communication pieces etc.) and account management tasks (ex. preparing DocuSign information converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers etc).
Assisting in preparing Advisors for client meetings, including preparation of account opening documentation, product research, etc.
Working towards gaining the ability to research, analyze, and execute trade orders across a portfolio of securities in an accurate and timely manner.
Researching industryrelated information from a variety of sources as requested by Advisors.
Managing the Senior Wealth Advisor's calendar and booking meetings; scheduling client appointments; organizing client events.
Participating in and helping to organize marketing initiatives, including online, virtual and in person
Committing to a rigorous followup relating to all client transactions to ensure proper processing and minimization of errors.
Proactively staying informed and uptodate regarding Company and industry policies and procedures and compliance bulletins / updates.
Performing other duties as assigned.
A bachelor's degree or diploma in business administration, accounting, finance, or similar field of study.
A minimum of 12 years' of industry experience, preferably in an administrative or operational capacity.
Completion of CSC and/or CPH are a strong asset.
IR or RR licensed with IIROC is an asset.
Knowledge and understanding of fundamental topics related to the financial and securities industry, including investment and insurance products and services.
Strong organizational skills with the ability to proactively organize and manage a high volume of timesensitive work.
Excellent attention to detail to ensure financial and regulatory requirements are adhered to at all times.
A clientfocused attitude with a commitment to providing extraordinary service to highnetworth clients.
A high degree of proficiency with Microsoft Office tools; experience with financial tools is an asset.
A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
An ability to adapt to quickly changing needs and work requirements.

Conditions of employment:

Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment.

To apply:

Education:
Preferred

Associate's degree or better in Accounting
Associate's degree or better in Finance
Associate's degree or better in Business Administration

Licenses & Certifications:
Preferred

Behaviors:
Preferred

Team Player: Works well as a member of a group
Loyal: Shows firm and constant support to a cause
Enthusiastic: Shows intense and eager enjoyment and interest
Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations:
Preferred

Goal Completion: Inspired to perform well by the completion of tasks
Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Self-Starter: Inspired to perform without outside help
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility