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Documentation Administrator - Jobs in Winnipeg, MB

Wellington-Altus Private Wealth
Job LocationWinnipeg, MB
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Documentation AdministratorLocation: This position will be based in our Winnipeg office.Application Deadline: October 31, 2022Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canadas Best Managed Companies. With more than $20 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.

  • Investment Executive 2022 Brokerage Report Card
The opportunity:Reporting to the Manager, Operations, the responsibilities of the Documentation Administrator will be two-fold. The successful candidate will support our advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained. Additionally, the incumbent will perform all account opening duties with the highest level of accuracy within expected timeframes.Key responsibilities include:
  • Reviewing and prescreening account opening documents and advising teams of all missed items.
  • Becoming an expert resource person on all policies and procedures concerning managed products and account opening.
  • Being responsible for setting up and the coding of all account’s types.
  • Being responsible for daily/weekly reconciliation to ensure accuracy.
  • Assisting in the establishment of department procedures, implementation and ongoing review of those procedures, striving to create efficiencies.
  • Providing timely and accurate responses to inquiries.
  • Working with other departments as required to support account opening within the organization.
  • Being responsible for the management, distribution, and tracking of account opening documents.
  • Reviewing reports to audit account opening and account updates and ensure compliance with proper procedures.
  • Inputting documents/data on the missing document reports.
  • Managing returned mail and hold mail requests.
  • Maintaining electronic copies of all submitted documentation.
  • Providing a copy of signed documentation and welcome packages to clients.
  • Maintaining e-Forms and all requirements put in place by WAPW, NBIN, CRA and all regulators.
  • Performing other duties as assigned.
The ideal candidate will possess:
  • A bachelor’s degree or diploma in business administration, accounting, finance, or similar field of study.
  • A minimum of 3 years of industry experience, preferably in an administrative or operational capacity.
  • Excellent interpersonal skills.
  • A reliable, consistent work ethic.
  • An ability to quickly adapt to changing needs.
  • An ability to independently manage high volumes of work.
  • An excellent attitude and a commitment to providing extraordinary service.
  • A demonstrated ability to work collaboratively in a team environment.
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 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.To apply:Click the Apply For This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.Quick Apply
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