Urgent! Operations Assistant (Full-Time, Term) Job Opening In Wellington – Now Hiring Wellington-Altus Financial Inc.
OverviewLocation: This in-office position is based out of our Winnipeg office.Type: This is a Full-time, 3 month Term position.Our organization:Founded in ****, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.
—the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies.
With nearly $40 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 **** Brokerage Report Card.The OpportunityThe Opportunity: Reporting to the Senior Manager, Operations Account Services & Support, The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained.Key responsibilitiesAssisting in establishing department procedures, implementing, and continually reviewing them to create efficiencies.Providing timely and accurate responses to documentation queries and account opening requests from internal departments and investment advisor teams.Managing, resolving, and assigning tickets to appropriate teams and departments.Monitoring ticketing systems within internal platforms and manage day-to-day workflow operation processes.Collaborating with other departments to support account opening within the organization.Managing returned mail and hold mail requests following internal department processes.Maintaining electronic copies of all submitted documentation within Advisor Connect and Croesus.Providing clients with signed documentation and welcome packages via electronic signature platforms.Resolving issues, answering inquiries, attending meetings, and coordinating with departments and third-party stakeholders to provide optimal client support.Performing other duties as assigned.The ideal candidate will possessA bachelor's or diploma in a related field, or equivalent work experience.1-2 years of financial services industry experience, preferably in an administrative or operational capacity.1-2 years' experience in a customer/client-service- facing role.Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.Experience using Croesus, iMost, Net Rep, Thompson One.Demonstrate exceptional accountability, reliability, adaptability, and innovation in daily tasks and long-term objectives.Exhibit an excellent attitude and unwavering commitment to providing extraordinary service.Showcase meticulous attention to detail in all responsibilities.Possess exemplary interpersonal skills with the ability to communicate effectively and work collaboratively across various mediums (in-person, over the phone, and virtually).
Display strong organizational skills to manage tasks efficiently.Utilize strong critical thinking and superior written and verbal communication skills.Maintain the highest levels of confidentiality in all matters.Conditions of employmentMust 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 applyClick 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 .
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Unlock Your Operations Assistant Potential: Insight & Career Growth Guide
Real-time Operations Assistant Jobs Trends in Wellington, New Zealand (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Operations Assistant in Wellington, New Zealand using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 7162 jobs in New Zealand and 562 jobs in Wellington. This comprehensive analysis highlights market share and opportunities for professionals in Operations Assistant roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Wellington-Altus Financial Inc. is currently hiring and seeking a Operations Assistant (Full Time, Term) to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Operations Assistant (Full Time, Term) Jobs Wellington.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Wellington-Altus Financial Inc. adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Operations Assistant (Full Time, Term) Jobs New Zealand varies, but the pay scale is rated "Standard" in Wellington. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Operations Assistant (Full Time, Term) typically include Other General and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Operations Assistant (Full Time, Term) interview at Wellington-Altus Financial Inc., research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Wellington-Altus Financial Inc.'s products or services and be prepared to discuss how you can contribute to their success.
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