Be part of Wellington-Altus in Winnipeg as a Financial Operations Associate, supporting Wealth Advisors with document management and internal processes. This role enhances both operational efficiency and client interaction.Wellington-Altus Financial Inc. is looking for a Financial Operations Associate, reporting to the Senior Manager of Operations Account Services. Your contributions will involve coordinating responses to documentation queries and optimizing department procedures. Ideal candidates will possess administrative experience in financial services and a solid customer service orientation,
alongside proficiency in MSOffice.Key Responsibilities:Establish and review department protocols for operational effectivenessManage documentation and account opening requests efficientlyHandle the Doc Support Inbox and ticket assignment processesSupport collaborations with various departments for client assistanceMaintain electronic documentation securely and accuratelyRequirements:Degree in a related field or equivalent experience1-2 years in customer/client service rolesProficient in MSOffice suite and related softwareAttention to detail and organizational skillsExcellent written and verbal communicationUtilize your expertise to provide exceptional service as a Financial Operations Associate at Wellington-Altus, based in Winnipeg.