Job opportunity
Operations Associate — Client Docs & Process Support
Wellington-Altus Private Wealth Inc.
Wellington-Altus Private Wealth Inc. in Winnipeg is seeking an Operations Assistant to support Wealth Advisors and ensure quality control of documents and procedures.
The role involves processing requests, managing tickets, coordinating with departments, and ensuring confidential handling of client information. Ideal candidate has a college/university degree and 1–2 years of financial services admin experience, with strong MS Office skills and proficiency in Croesus, iMost, NetRep, and Thomson
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Apply on source site The role involves processing requests, managing tickets, coordinating with departments, and ensuring confidential handling of client information. Ideal candidate has a college/university degree and 1–2 years of financial services admin experience, with strong MS Office skills and proficiency in Croesus, iMost, NetRep, and Thomson
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