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.

📌 Entry Level Transition Associate Position Saskatoon
🏢 Wellington-Altus Private Wealth
📍 Saskatoon