Operations Coordinator
3 days ago
Company Overview
About Wellington-AltusWellington-Altus Private Wealth is a leading investment dealer in Canada, with over $35 billion in assets under administration. Founded in 2017, the company operates across the country with a strong focus on supporting successful advisors and portfolio managers.
The Opportunity
Reporting to the Senior Manager, Operations Account Services & SupportThe 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:
- Assisting in establishing department procedures, implementing, and continually reviewing them to create efficiencies.
- Providing timely and accurate responses to documentation queries and account opening requests from internal departments and investment advisor teams.
- Managing, resolving, and assigning tickets to appropriate teams and departments.
- Monitoring ticketing systems within internal platforms and managing day-to-day workflow operation processes.
- Collaborating with other departments to support account opening within the organization.
- Managing returned mail and holding mail requests following internal department processes.
- Maintaining electronic copies of all submitted documentation within Advisor Connect and Croesus.
- Providing clients with signed documentation and welcome packages via electronic signature platforms.
- Resolving issues, answering inquiries, attending meetings, and coordinating with departments and third-party stakeholders to provide optimal client support.
Required Skills and Qualifications
- A bachelor's degree or diploma in business administration, finance, or a similar field of study.
- Minimum 1-2 years of financial services industry experience, preferably in an administrative or operational capacity.
- Minimum 1-2 years of experience in a customer/client-service facing role.
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience using Croesus, iMost, Net Rep, Thompson One is considered a strong asset.
Benefits
- We offer a competitive compensation package and excellent benefits.
- We foster a positive work environment where diversity and inclusion are valued.
- We encourage innovation and continuous learning among our employees.
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