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Lead, Operations Account Services, Private Counsel, Wellington

Last update 2024-05-26
Expires 2024-06-26
ID #2053827796
20 NZ$
Lead, Operations Account Services, Private Counsel, Wellington
New Zealand, Wellington, Wellington,
Modified March 2, 2024

Description

Lead, Operations Account Services, Private Counsel

Job Category

:

Operations
Requisition Number

:

LEADO001280
Apply now
Posted : February 29, 2024
Full-Time
Locations

Showing 1 location
Winnipeg, MB R3 B3 K6, CAN

Description

Lead, Operations Account Services, Private Counsel
Location: This position will be located in our Winnipeg office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $20 billion in assets under administration and offices across the country, Wellington-Altus identifieswith successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.
*Investment Executive 2022 Brokerage Report Card
The opportunity:
Reporting to the Manager, Private Counsel Operations, the Lead, Operations Account Services, Private Counsel is responsible for quickly and efficiently handling queries, escalations and problem resolution for the advisory teams, internal departments, and any external service partners. The incumbent will also be responsible for identifying priorities and training opportunities for continuous process improvement and project management.
Key responsibilities include:
Serving as a primary point of contact and providing outstanding support to the advisory teams within Wellington-Altus Private Counsel.
Acting as an intermediary with internal departments and external partners, such as Custodians and service providers, to address inquiries and maintain a strong working relationship.
Proactively identifying opportunities for processing optimization, streamlining workflows, and implementing best practices.
Collaborating with cross-functional teams to address complex issues, propose solutions, and drive process improvements.
Staying up to date with process changes, both internal and external.
Communicating best practices to continually enhance knowledge and provide informed support to the advisory teams.
Supporting the preparation and distribution of regulatory reports.
Reviewing bulletins, external communications, and summarizing to teams, corporate and advisory teams.
Performing other duties as assigned.
The ideal candidate will possess:
A bachelor’s degree or diploma in business administration, finance, or similar field of study is preferred, but an equivalent combination of education or experience will be considered.
A minimum of 5-8 years of financial industry experience working in a high-growth environment.
A minimum of 2 years of experience in a customer/client-service-facing role.
Prior wealth management or other regulated industry experience would be considered a strong asset.
Successful completion of the Canadian Securities Course (CSC) is an asset.
Exceptional organizational skills, with the ability to communicate difficult or complex information clearly.
A high level of proficiency in Microsoft Office tools, notably Excel; experience with financial tools is an asset.
An ability to deal with numerous activities with varying degrees of priority.
A reliable, consistent work ethic with an ability to maintain the highest levels of confidentiality.
An ability to quickly adapt to the changing needs of those you provide support to.
An excellent attitude and commitment to providing extraordinary service.
Conditions of Employment:
Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply For This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website atwww.wellington-altus.com.
Qualifications

Education

Preferred

Bachelor's degree or better in Finance or related field.
Experience

Preferred

5-8 years:

5-8 years:

Experience in a financial services industry experience working in a high-growth environment.

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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Hourly
Occupation: Lead, operations account services, private counsel

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