Operations Associate, Wealth Services & Client Support

Wellington-Altus; Winnipeg; On-site; CAD 42,000 - 64,000; Full time

Job summary

Wellington-Altus Private Wealth in Winnipeg is seeking an Operations Associate to support Wealth Advisors and associates by ensuring quality control of documents and proper procedure implementation. You will manage doc queries, account openings, and ticket workflows, collaborating across departments to deliver accurate and timely service.

The ideal candidate has 1–2 years in financial services, strong MS Office skills, and a client-service mindset. This is an on-site role in our Winnipeg office.

Qualifications

• 1–2 years of financial services experience, preferably in an administrative or operational role.
• 1–2 years in a customer/client-service-facing role.
• Proficiency with the MS Office suite (Word, Excel, PowerPoint, Teams, Outlook).
• Experience with Croesus, iMost, Net Rep, Thompson One.

Responsibilities

• Assist in establishing department procedures 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.
• Manage Doc Support Inbox: tickets, routing, and day-to-day workflow within internal platforms.
• Collaborate with other departments to support account opening within the organization.
• Maintain electronic copies of all submitted documentation and provide clients with signed documents and welcome packages via e-signature platforms.
• Support Advisory Team relational needs: resolve issues, attend meetings, coordinate with stakeholders.

Skills

Customer service

Communication

Organization

Attention to detail

Education

College or University degree in a related field

Tools

Croesus

iMost

Net Rep

Thompson One

MS Office

Job description

Wellington-Altus Private Wealth in Winnipeg is seeking an Operations Associate to support Wealth Advisors and associates by ensuring quality control of documents and proper procedure implementation. You will manage doc queries, account openings, and ticket workflows, collaborating across departments to deliver accurate and timely service.

The ideal candidate has 1–2 years in financial services, strong MS Office skills, and a client-service mindset. This is an on-site role in our Winnipeg office.