Operations Associate — Client Docs & Process Support

Wellington-Altus Private Wealth Inc.; Winnipeg; On-site; CAD 36,000 - 48,000; Full time

Job summary

Wellington-Altus Private Wealth Inc. in Winnipeg is seeking an Operations Assistant to support Wealth Advisors and ensure quality control of documents and procedures.

The role involves processing requests, managing tickets, coordinating with departments, and ensuring confidential handling of client information. Ideal candidate has a college/university degree and 1–2 years of financial services admin experience, with strong MS Office skills and proficiency in Croesus, iMost, NetRep, and Thomson

Qualifications

• 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.

Responsibilities

• 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.
• 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.

Education

Undergraduate degree

Tools

Croesus

iMost

NetRep

Thomson One

Job description

Wellington-Altus Private Wealth Inc. in Winnipeg is seeking an Operations Assistant to support Wealth Advisors and ensure quality control of documents and procedures.

The role involves processing requests, managing tickets, coordinating with departments, and ensuring confidential handling of client information. Ideal candidate has a college/university degree and 1–2 years of financial services admin experience, with strong MS Office skills and proficiency in Croesus, iMost, NetRep, and Thomson