Operations Associate

Wellington-Altus Private Wealth Inc.; Winnipeg; On-site; CAD 45,000 - 65,000; Full time

Job summary

Wellington-Altus Private Wealth Inc. is seeking an Operations Associate to support Wealth Advisors and teams in Winnipeg. The role focuses on ensuring documentation quality, efficient procedures, and accurate account opening processes.

The candidate will manage inquiries, ticketing, and document controls while collaborating with multiple departments to deliver exceptional client service. The ideal candidate will have a college/university degree, 1–2 years in financial services, and strong MS

Qualifications

• Bachelor-level education or equivalent experience in a related field.
• 1–2 years of financial services industry experience, preferably in an administrative/operational role.
• 1–2 years in a customer-facing role.
• Proficiency with MS Office (Word, Excel, PowerPoint, Teams, Outlook).
• Experience using Croesus, iMost, Net Rep, Thompson One.

Responsibilities

• Assist in establishing and reviewing department procedures to improve efficiency.
• Provide timely responses to documentation queries and account opening requests from internal teams.
• Manage the Doc Support Inbox, tickets, and daily workflow across internal platforms.
• Collaborate with other departments to support client account openings.
• Handle returned mail and hold mail requests per internal processes.
• Maintain electronic copies of submitted documentation and provide signed docs to clients electronically.
• Support Advisory Team relations by resolving issues and coordinating with stakeholders to ensure client service excellence.
• Perform other duties as assigned.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Team collaboration

Education

College or University undergraduate degree

Tools

Croesus

iMost

Net Rep

Thompson One

Job description

Location: This posting is for an existing vacancy in Wellington-Altus' Winnipeg office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc- the top-rated** investment dealer in Canada. With more than $50 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.

* Report on Business 2025 rankings.

**Investment Executive 2026 Brokerage Report Card.

The opportunity:

Reporting to the Senior Manager, Operations Account Services & Support, the Operations Associate will support our Wealth Advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained.

Key responsibilities include:

• Assist in establishing department procedures, implementing, and continually reviewing them to create efficiencies.
• Provide timely and accurate responses to documentation queries and account opening requests from internal departments and investment advisor teams.
• Doc Support Inbox: Manage, resolve, and assign tickets to appropriate teams and departments. Monitor ticketing systems within internal platforms and manage day-to-day workflow operation processes.
• Collaborate with other departments to support account opening within the organization.
• Manage returned mail and hold mail requests following internal department processes.
• Maintain electronic copies of all submitted documentation within Advisor Connect and Croesus.
• Provide clients with signed documentation and welcome packages via electronic signature platforms.
• Advisory Team Relational Support: Resolve issues, answer inquiries, attend meetings, and coordinate with departments and third-party stakeholders to provide optimal client support
• Perform other duties as assigned.

The ideal candidate will possess:

• College or University undergraduate degree in a related field, or equivalent work experience.
• 1-2 years of financial services industry experience, preferably in an administrative or operational capacity.
• 1-2 years’ experience in a customer/client-service-facing role.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience using Croesus, iMost, Net Rep, Thompson One.
• Demonstrate exceptional accountability, reliability, adaptability, and innovation in daily tasks and long-term objectives.
• Exhibit an excellent attitude and unwavering commitment to providing extraordinary service.
• Showcase meticulous attention to detail in all responsibilities.
• Possess exemplary interpersonal skills with the ability to communicate effectively and work collaboratively across various mediums (in-person, over the phone, and virtually).
• Display strong organizational skills to manage tasks efficiently.
• Utilize strong critical thinking and superior written and verbal communication skills.

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.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.