Job Description

Partner Support Specialist
Location: The incumbent can be located in any of our offices across Canada.
Application Deadline: September 30, 2022
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 identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

• Investment Executive 2022 Brokerage Report Card

The opportunity:
Reporting to the Manager, Advisor Experience, the Partner Support Specialist is accountable for effectively handling questions and resolving problems raised by the advisory teams that make up Wellington-Altus Private Wealth. In this role, the partners include other internal Wellington-Altus Private Wealth departments and our custodian, NBIN.
Key responsibilities include:

• Acting as an expert resource person on all day-to-day operational procedures.
• Being responsible for researching and providing clear, meaningful, and accurate responses to inquiries from our partners within a pre-determined time frame.
• Acting as the intermediary between WAPW staff and the NBIN back office to problem-solve and research multiple solutions.
• Owning the responsibility for understanding and effectively communicating NBIN inquiries to advisory teams and other partners.
• Assisting in identifying potential training opportunities within the team and firm to reduce the volume of queries and improve the advisor experience.
• Working with Team Lead to become a subject matter expert and providing support to other team members within the business area.
• Resolving user access issues, including password resets, and acting as system steward.
• Monitoring and distributing trade rejects to appropriate parties.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor’s degree or diploma in business administration, accounting, finance, or similar field of study.
• A minimum of 3-5 years of industry experience, preferably in an administrative or operational capacity.
• Prior experience providing investment support.
• Prior experience in tax and/or accounting would be 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 an asset.
• An ability to deal with numerous activities with varying degrees of priority.
• A reliable work ethic with the ability to manage multiple, competing priorities.
• A customer-focused attitude, with a commitment to providing extraordinary service to high-net-worth clients.

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 at www.wellington-altus.com.