Financial Systems Specialist
1 week ago
Company Overview:
Wellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country. Founded in 2017, our organization has experienced significant growth and success, with over $35 billion in assets under administration.
The Opportunity:
We are seeking an exceptional individual to join our team as a Business Systems Support professional. Reporting to the Vice-President, Business Systems & Innovation, this role will be responsible for providing application support, configuration activities, testing, and trade-related activities on the wealth management platform (Envestnet).
Key Responsibilities:
Addressing and resolving trade discrepancies or errorsCollaborating with internal teams and external partners to identify solutionsUpdating transactional data in the administration system dailyFacilitating customization changes per branchMonitoring platform performance and trade executionSupporting system updates and enhancementsIdentifying opportunities to improve processes and functionalityResponsible for elevated controls surrounding user management of the Envestnet systemRequired Skills and Qualifications:
To be successful in this role, you will require:
- A bachelor's degree or master's degree in finance, business administration, or related field
- A minimum of 2-5 years of financial services industry experience working in a high growth environment
- A minimum of 2 years of experience in a customer/client-service facing role
- Equivalent combination of education and experience may be considered
- Experience in the wealth management or other regulated industry is a strong asset
Benefits:
As a valued member of our team, you can expect a comprehensive compensation package, including a competitive salary and benefits.
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