Operations Lead – Service & Support - Jobs in Winnipeg, MB

Job Description

Operations Lead – Service & SupportLocation: This position will be located in our Winnipeg office.Application Deadline: February 28, 2023Our 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, Private Counsel Operations, the Operations Lead - Service & Support, is responsible for quickly and efficiently handling queries, escalations and problem resolution for the advisory teams, internal departments, and any external service partners. The Operations Lead- Service & Support will provide on the spot coaching and mentoring to other Partner Supports within the WAPC team.As the Lead, this role will also be responsible for identifying priorities and training opportunities for continuous process improvement. The incumbent will also be responsible for project work and update management.Key responsibilities include:

• Acting as the main escalation point for requests requiring elevated priority.
• Reviewing bulletins and external communications and summarizing to corporate and advisory teams.
• Researching and providing clear and accurate solutions to issues raised by advisory teams, internal departments, and external service partners.
• Acting as an intermediary between Wellington-Altus Private Counsel and our custodian back offices.
• Providing effective communication to our internal and external partners.
• Collaborating with internal operations departments to review process inefficiencies and continuously look for methods to reduce turnaround times.
• Providing support to other team members as required.
• Providing on-the-spot training and best practices coaching to new team members and Partner Support team members.
• Identifying training opportunities or potential gaps in procedures for development.
• Coordinating, preparing, and distributing client communications such as quarterly statements.
• Coordinating project management activities within Operations - includes reviewing current projects, following-up and providing updates as required.
• Reviewing and actioning custodial reporting.
• Preparing and distributing reports to Manager, WAPC and President, WAPC as required.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor’s degree or diploma in business administration or similar field of study is preferred, but equivalent combination of education or experience will be considered.
• A minimum 3-5 years of industry experience, preferably in an administrative or operational capacity.
• Prior Investment Support and Private Counsel experience would be considered assets.
• Successful completion of the Canadian Securities Course (CSC) is an asset.
• Exceptional organizational skills, with the ability to communicate difficult or complex information clearly.
• A high level of proficiency in Microsoft Office tools, notably Excel; experience with financial tools is an asset.
• An ability to deal with numerous activities with varying degrees of priority.
• A reliable, consistent work ethic.
• The ability to quickly adapt to changing needs those you provide support to.
• An excellent attitude and commitment to providing extraordinary service.

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.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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