Transition Associate (Operations)
Wellington-Altus Private Wealth
Winnipeg, MB

Role Description:

The Transition Associate will be responsible for assisting in onboarding new Advisor Teams and play a role in the training of new associates. This role will involve travel.

Responsibilities

& Activities:

  • Become highly efficient using all programs relating to an associate’s role (Croesus, Compass, Net Rep, etc)
  • Be an expert on the account opening process and maintenance.
  • Act as a general resource person concerning the firm’s products, procedures and policies.
  • Train incoming associates on proper account opening procedures, asset transfer, and follow up.
  • Have a good understanding of fee based programs.
  • Responsible for pre-defined follow-up on account opening, transfer initiation, etc.
  • Preparation of client account opening packages and data input.
  • Performs other duties as assigned.

Educational &

Industry Requirements:

  • Bachelor’s degree or diploma in business administration, accounting, finance, or similar field of study is preferred.
  • Minimum of one year of industry experience, preferably in an administrative or operational capacity.

Knowledge, Skills,

& Abilities:

  • Excellent interpersonal skills
  • Excellent communication skills
  • Reliable, consistent work ethic
  • Ability to quickly adapt to changing needs
  • Excellent attitude and committed to providing extraordinary service.
  • Salary is commensurate with experience.

Job Type: Full-time

Experience:

  • Financial Industry: 1 year (Required)

Education:

  • Bachelor's Degree (Preferred)

Language:

  • en-CA (Required)