Wealth Product Coordinator, Operations - 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

Wealth Products Coordinator

Location**:
This position is located 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 Lead-Wealth & Products Administration, the Wealth Products Coordinator will come to the role with strong communication skills to provide exceptional and timely administrative support to Advisors and their Associates by playing an integral role as the main point of contact for the Wealth & Products team.

Key responsibilities include:

Completing research and providing timely and accurate responses to inquiries from Investment Advisor teams and staff (including trading, service and assessing/mitigating operational errors on discretionary platforms)
Processing account set ups in our internal programs. This includes coding account appropriately on Thompson systems, maintaining and adjusting account setups as well quality check and controls on various processes.
Being the liaison with custodians (National Bank Financial), vendors and internal parties with the goal of providing exceptional service to the advisory teams.
Collecting data, validation and monitoring of trade execution and correction from a service and control perspective.
Researching, gather and examine data to develop valuable insights, provide solutions and process improvements for the team.
Assisting in and support reporting requirements for the operational business unit and have periodic communication on reporting with senior management team as well as finance. This role will also provide service support to our sales team.
Performing other duties as assigned
A bachelors degree or diploma in business administration, accounting, or similar field of study is recommended
Experience in the wealth management space is an asset.
A high level of proficiency in Microsoft Office programs; particularly in Excel
An excellent problemsolving skills with a willingness to be proactive and offer solutions
An ability to work independently and as part of a team

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.

To apply:

Education:
Preferred

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

Behaviors:
Preferred

Team Player: Works well as a member of a group
Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations:
Preferred

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business