Wellington-Altus
Wealth Products Coordinator in Toronto
Job Description
Join Wellington-Altus Financial as a Wealth Products Coordinator in Toronto or Winnipeg. Provide exceptional support to Advisors and enhance the Platinum Private Portfolio experience.
Reporting to the AVP, Central Overlay Group Ops, you will leverage strong communication and financial skills in this critical coordinator role. Your expertise will ensure smooth operations across Wellington-Altus's platforms while servicing advisors with precision. Join a high-performing team dedicated to operational excellence in wealth management.
Key Responsibilities:
• Act as a subject matter expert on operational platforms
• Facilitate communication between investment advisors and vendors
• Handle trading queries and mitigate operational errors
• Process account setups and maintain data integrity
• Collaborate with various teams for seamless operations
Requirements:
• Bachelor’s degree in Business or related field
• 1+ years in wealth management or financial operations
Reporting to the AVP, Central Overlay Group Ops, you will leverage strong communication and financial skills in this critical coordinator role. Your expertise will ensure smooth operations across Wellington-Altus's platforms while servicing advisors with precision. Join a high-performing team dedicated to operational excellence in wealth management.
Key Responsibilities:
• Act as a subject matter expert on operational platforms
• Facilitate communication between investment advisors and vendors
• Handle trading queries and mitigate operational errors
• Process account setups and maintain data integrity
• Collaborate with various teams for seamless operations
Requirements:
• Bachelor’s degree in Business or related field
• 1+ years in wealth management or financial operations