Wellington-Altus Financial is hiring a Transition Associate in either Toronto or Saskatoon. This entry-level role focuses on client service and documentation management for incoming Advisor Teams.
You will report to the Transition Manager and play an essential role in the onboarding process. With keen attention to detail, you’ll prepare account documentation, manage documentation workflow, and ensure a smooth transition experience. Your engagement with various departments will streamline onboarding efforts effectively.
Key Responsibilities:
• Prepare and control the quality of account documentation
• Finalize documentation and manage workflow
• Communicate to resolve documentation issues
• Maintain reporting metrics and track transitions
• Process transfer requests efficiently
Requirements:
• Post-secondary education in business-related fields preferred
• At least 1 year in a customer/client service role
• Familiarity with financial services is a plus
• MS Office proficiency required
• Solid communication and organizational skills
Excel in client support and oversight as a Transition Associate with Wellington-Altus, ensuring seamless advisor onboarding.
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📌 Entry-Level Transition Associate Position (Saskatoon)
🏢 Wellington-Altus Private Wealth
📍 Saskatoon