Wellington-Altus Financial is seeking a Wealth Products Coordinator to enhance our team in Toronto or Winnipeg. Utilize your communication prowess to support Advisors and improve our exclusive Platinum Private Portfolio offerings.
In this key role, you'll directly impact the services provided to our Advisors by creating operational guides and facilitating product interactions. Your expertise will ensure seamless communications between Advisors, third-party vendors, and various internal departments, emphasizing your importance in delivering exceptional client service.
Key Responsibilities:
• Maintain smooth operations on Wellington-Altus platforms
• Act as a liaison between Advisors and internal teams
• Research and address inquiries from staff and Advisors
• Handle account setups and configuration requirements
• Supply accurate data reports for operational integrity
Requirements:
• Bachelor's degree or diploma in Finance or Business
• 1+ years in a wealth ...