Operations Assistant - 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

Operations Assistant

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 Senior Manager, Operations, the Operations Assistant will support our Wealth Advisors and Associates to ensure quality control of documents and that procedures are properly implemented and maintained.

Key responsibilities include:

Assisting in the establishment of department procedures, implementation and ongoing review of those procedures, striving to create efficiencies.
Providing timely and accurate responses to inquiries.
Working with other departments as required to support account opening within the organization.
Managing returned mail and hold mail requests.
Maintaining electronic copies of all submitted documentation.
Providing a copy of signed documentation and welcome packages to clients.
Performing other duties as assigned.
Minimum of 3 years of industry experience, preferably in an administrative or operational capacity.
Excellent interpersonal skills.
Reliable, consistent work ethic.
Ability to quickly adapt to changing needs.
Excellent attitude and committed to providing extraordinary service.
A reliable, strong work ethic.
An ability to quickly adapt to changing needs and rapidly growing company.

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:

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

Self-Starter: Inspired to perform without outside help
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization