Elevate your career with Wellington-Altus Financial as a Wealth Products Coordinator in Toronto or Winnipeg. This role requires strong communication skills to support Advisors and enhance the Platinum Private Portfolio product offering.
As a Wealth Products Coordinator, you will report to the AVP of Central Overlay Group Ops. The role demands expertise in operational aspects of Wellington-Altus platforms while providing a white-glove experience to Advisors. Your attention to detail and agility will be vital in facilitating interactions with key stakeholders and resolving operational issues.
Key Responsibilities:
• Serve as a subject matter expert for wealth products
• Liaise between investment advisors and third-party vendors
• Complete timely research and respond to inquiries
• Process account setups and maintain account configurations
• Provide data reports and auditing services for departments
Requirements:
• Bachelor's degree or diploma in relevant fields...