Wealth Management Platform Expert

5 days ago


Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time
About the Role
This is an exciting opportunity to join a dynamic team and contribute to the success of Wellington-Altus Financial Inc. As a Business Systems Support professional, you will be responsible for ensuring the smooth operation of our wealth management platform, Envestnet. Your key responsibilities will include:
  • Configuring and testing applications to ensure seamless integration
  • Identifying and resolving trade discrepancies or errors
  • Maintaining accurate and up-to-date transactional data in the administration system
  • Facilitating customization changes per branch
  • Monitoring platform performance and trade execution to identify potential issues

What We Offer
We offer a competitive compensation package, including salary, benefits, and opportunities for growth and development. Our team is dedicated to delivering exceptional service to clients and stakeholders, and we value professionalism, adaptability, and innovation. If you are a motivated and results-driven individual who thrives in a fast-paced environment, we encourage you to apply.

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