Elevate your career with Wellington-Altus as a Coordinator for Wealth Products. This role in Toronto or Winnipeg focuses on servicing Investment Advisors with exceptional attention to detail.
As the main contact for the Wealth Products team, you will work closely with Advisors and facilitate operational success across multiple platforms. This position emphasizes your ability to communicate effectively and provide high-quality support, impacting the delivery of premium financial services. Get ready to apply your expertise in a thriving environment.
Key Responsibilities:
• Serve as a liaison between investment advisors and internal teams
• Process account setups and ensure compliance standards
• Develop operational guides and provide training sessions
• Analyze trade data for insights and improvements
• Manage project documentation and support IT updates
Requirements:
• Degree or diploma in Finance or Business Administration
• At least 1 year in client servi...