Join Wellington-Altus in Winnipeg as an Operations Associate, where you will support Wealth Advisors and enhance document quality control. This role emphasizes efficiency in operational processes and client service.
Wellington-Altus Financial Inc., recognized as one of Canada’s Top Growing Companies, is seeking an Operations Associate. Reporting to the Senior Manager of Operations Account Services, you will assist in establishing and maintaining procedures while supporting our network of Wealth Advisors. Essential skills include proficiency in MSOffice and experience in client service roles within the financial sector.
Key Responsibilities:
• Establish and review department procedures for efficiencies
• Provide accurate responses to documentation queries




• Manage the Doc Support Inbox and ticketing systems
• Collaborate with departments for account opening support
• Maintain electronic documentation within internal systems
Requirements:
• College or University degree in a related field
• 1-2 years of experience in financial services
• Proficiency in MSOffice and related software
• Robust communication and organizational skills
• Exceptional attention to detail in all responsibilities
Leverage your operational expertise and client service skills as an Operations Associate at Wellington-Altus in Winnipeg.
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📌 Operations Associate at Wellington-Altus (Winnipeg)
🏢 Wellington-Altus Private Wealth
📍 Winnipeg