Operations Associate — Client Docs (Winnipeg)

Operations Associate — Client Docs (Winnipeg)

06 Nov
|
Wellington-Altus Private Wealth
|
Winnipeg

06 Nov

Wellington-Altus Private Wealth

Winnipeg

Wellington-Altus Private Wealth Inc. in Winnipeg is seeking an Operations Assistant to support Wealth Advisors and ensure quality control of documents and procedures.

The role involves processing requests, managing tickets, coordinating with departments, and ensuring confidential handling of client information. Ideal candidate has a college/university degree and 1–2 years of financial services admin experience, with robust MS Office skills and proficiency in Croesus, iMost, NetRep, and Thomson

📌 Operations Associate — Client Docs (Winnipeg)
🏢 Wellington-Altus Private Wealth
📍 Winnipeg

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