Wellington-Altus Private Wealth Inc.
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Transition Associate at Wellington-Altus
Description
Elevate your career with Wellington-Altus as a Transition Associate in Winnipeg or Saskatoon. Focus on onboarding new Advisor Teams while showcasing your exceptional client service skills and attention to detail.
In this role, you will report directly to the Manager, Transition, and play a significant part in facilitating advisor onboarding processes. You will prepare account documentation, manage workflows, and ensure accuracy while communicating across various departments. Your keen insight will contribute to the growth of our business and the success of our clients.
Key Responsibilities:
• Prepare account documentation and quality control processes
• Manage documentation, workflow initiation, and follow-ups
• Communicate with departments to rectify required changes
• Complete ongoing package tracking and reporting
• Process transfers and monitor for rejections
Requirements:
• Post-secondary education in relevant fields preferred
• 1+ years in customer/c...
In this role, you will report directly to the Manager, Transition, and play a significant part in facilitating advisor onboarding processes. You will prepare account documentation, manage workflows, and ensure accuracy while communicating across various departments. Your keen insight will contribute to the growth of our business and the success of our clients.
Key Responsibilities:
• Prepare account documentation and quality control processes
• Manage documentation, workflow initiation, and follow-ups
• Communicate with departments to rectify required changes
• Complete ongoing package tracking and reporting
• Process transfers and monitor for rejections
Requirements:
• Post-secondary education in relevant fields preferred
• 1+ years in customer/c...