Financial Operations Associate - Winnipeg

Elevate your career as a Financial Operations Associate at Wellington-Altus in Winnipeg, helping Wealth Advisors maintain service excellence through quality document management. Join us for a challenging role.
Wellington-Altus is looking for a detail-oriented Operations Associate reporting to the Senior Manager of Operations Account Services. Your primary responsibilities will involve document quality control, operational efficiencies, and supporting client requests. This position requires strong MS Office skills and prior experience in financial services to ensure smooth workflow and help advisors effectively engage with clients.
Key Responsibilities:
• Establish and refine department procedures for efficiency
• Provide accurate documentation and account opening support
• Manage tickets through the Doc Support Inbox daily
• Collaborate on account openings and documentation management
• Coordinate with teams to ensure client satisfaction
Requirements:<...