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About the Role

The Coordinator, Wealth Products will provide exceptional and timely administrative support to Advisors and their Associates, acting as a main point of contact for the Wealth Products team and playing an integral role in the Platinum Private Portfolio product offering. This role requires a high level of detail orientation, financial acumen, and agility.

Responsibilities

• Serve as subject matter experts on the operational aspects of Wellington-Altus platforms.
• Act as liaisons between investment advisors (IAs) and third-party vendors, as well as internal teams.
• Complete research and provide timely and accurate responses to inquiries from IA teams and staff.
• Process account setups in internal systems, including coding accounts appropriately on Thomson systems.
• Provide comprehensive data reports, extracts, and auditing services.
• Collaborate closely with the Fees department to manage and process closing fees on accounts.
• Support IA teams in operational aspects, addressing inquiries, processing corrections, and ensuring compliance.
• Liaise with custodians, vendors, and internal parties, striving to deliver exceptional service.
• Educate team members on Wealth Products operations and platform functionalities.
• Conduct regular training sessions for team members and other departments.
• Collect, validate, and monitor trade data, assessing and correcting from a service and control perspective.
• Research, gather, and examine data to develop valuable insights and provide solutions for process improvements.
• Evaluate and implement technology solutions to enhance platform operations.
• Prepare and present operational performance reports to senior management.
• Engage in platform-related projects.
• Develop and maintain relationships with internal and external stakeholders.
• Communicate effectively on similar subjects to various stakeholders, adapting communication styles as needed.
• Participate in and manage projects requiring platform expertise.
• Coordinate with IT for system updates, testing, and troubleshooting.
• Assist in PPP Repatriation projects by focusing on smooth transitions and asset repatriation.
• Prepare detailed project documentation and reports to track progress and outcomes.
• Support reporting requirements for the operational business unit.
• Maintain periodic communication with senior management.
• Provide service support to the internal teams, addressing needs and contributing to overall business objectives.
• Perform other duties as assigned, including work related to Envestnet, Advisor Connect, and any additional project work that meets the business needs.
• Perform other duties as assigned.

Requirements

• One or more years in a wealth management firm, financial operations company, or retail banking environment is required.
• 1+ years’ experience in a customer/client-service facing role.
• High proficiency in Microsoft Office programs, especially Excel.
• Excellent problem-solving skills.
• Proficiency with the MSOffice suite, including Word, PowerPoint, Teams, and Outlook.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation.
• Exhibit excellent problem-solving skills, showing a proactive approach to identifying issues and offering effective solutions.
• Excellent attitude and commitment to providing extraordinary service.
• An excellent attention to detail and strong organizational skills.
• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
• Capable of working independently as well as collaborating effectively as part of a team.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums.
• An ability to maintain the highest levels of confidentiality.
• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required.

Skills

• Communication skills
• Financial acumen
• Detail orientation
• Agility
• Microsoft Office Suite (Excel, Word, PowerPoint, Teams, Outlook)
• Problem-solving
• Interpersonal skills
• Influencing skills
• Organizational skills

Location

• Toronto
• Winnipeg

Work Type

• Full-time

Experience Level

• 1+ years experience in a customer/client-service facing role
• 1+ years experience in a wealth management firm, financial operations company, or retail banking environment

Education Level

• Bachelor’s degree or diploma in Business Administration, Accounting, Finance, Economics, or a related field of study is an asset.
• CSI or IFIC Certification is an asset.

Salary/Compensations

• $47,500.00 - $51,371.00 annually

Benefits

• Discretionary bonuses
• Other perks and rewards
• Health insurance
• Accident insurance
• Life insurance
• Other unique benefits per location

About the Company

• Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is 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 and one of Canada’s Best Managed Companies.
• With nearly $40 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.

Equal Opportunity

• 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.