Work at Wellington-Altus in Winnipeg as an Operations Associate, providing crucial support to Wealth Advisors through document management and workflow optimization. This position focuses on enhancing service quality and operational effectiveness.

As an Operations Associate, you will report directly to the Senior Manager of Operations Account Services & Support. Your role includes managing documentation, responding to queries, and ensuring efficient internal processes for client support. Candidates should have 1-2 years of related experience, excellent organizational skills, and a client service focus.

Key Responsibilities:
• Assist in implementing operational procedures and efficiencies
• Respond to account opening requests and documentation queries




• Oversee daily operations of the Doc Support Inbox
• Collaborate with other departments for process support
• Maintain accurate records in Advisor Connect and Croesus

Requirements:
• Undergraduate degree in a related field
• 1-2 years’ experience in administrative roles
• Proficient in MSOffice, Croesus, and associated platforms
• Outstanding communication and interpersonal skills
• Solid analytical and organizational capabilities

Bring your customer service and operational skills to Wellington-Altus's vibrant team in Winnipeg.
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📌 Wellington-Altus Operations Associate Role (Manitoba)
🏢 Wellington-Altus Private Wealth
📍 Manitoba