Job Description

Partner Support - Team Lead, Private Counsel
Location: This position will be located in our Winnipeg office.
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, Private Counsel Operations, the Partner Support - Team Lead, 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 Partner Support - Team Lead, Private Counsel will provide on the spot coaching and mentoring to other Partner Supports within the Wellington-Altus Private Counsel team. As the Team Lead, this role will also be responsible for identifying priorities and training opportunities for continuous process improvement.
Key responsibilities include:

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• Acting as the main escalation point for requests requiring elevated priority.
• Being responsible for researching and providing clear and accurate responses to incoming inquiries.
  
• Acting as an intermediary between Wellington-Altus Private Counsel and our custodian back offices.
  
• Problem solving and researching solutions.
  
• Providing effective communication to our partners, internal and external.
  
• Continuously looking for methods to reduce turnaround times and improve processes.
  
• Providing support to other team members, as required.
• Providing training to new team members; on-the-spot training for Partner Support team members.
  
• Collaborating with internal operations departments to review inefficiencies.
  
• Coaching team members on best practices.
  
• Identifying training opportunities or potential gaps in procedures for development.
• Preparing and distributing client communications, such as quarterly statements.
  
• Being responsible for project work, as required, for the betterment of Wellington-Altus Private Counsel Operations.
  
• Reviewing and actioning custodial reporting.
  
• Preparing and distributing reports to the Manager, Private Counsel Operations and Vice-President, Operations, as required.
• Performing other duties as assigned.

The ideal candidate will possess:

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• A bachelor’s degree or diploma in business administration or similar field of study is preferred, but equivalent combination of education or experience will be considered.
• Canadian Securities Certificate (CSC) is an asset.
• A minimum 3-5 years of industry experience, preferably in an administrative or operational capacity.
• Investment Support and Private Counsel experience 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.
  
• The ability to quickly adapt to changing needs those you provide support to.
  
• An excellent attitude and commitment to providing extraordinary service.

Conditions of Employment:

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• 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.