Complex Operations Coordinator

2 days ago


Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time
Key Responsibilities
  • Serving as subject matter expert in all operational aspects of the Wellington-Altus managed platforms
  • Undertaking complex processing and quality control along with assessing and mitigating operational errors
  • Providing comprehensive data extracts, statistics, and reporting for management
  • Collaborating closely with the managed platform trading teams
Requirements
  • Bachelor's degree in business administration, accounting, finance, economics, or a related field
  • Minimum 8 years experience in a wealth management firm
  • Minimum 5 years experience in separately managed account programs
  • Minimum 5 years experience with portfolio management systems


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