Elevate your career as an Investment Operations Analyst with Wellington-Altus Financial in Canada. This role emphasizes data reconciliation, reporting, and process improvement across wealth management operations.
As an Analyst, you will report to the Associate Vice-President of Operations, focusing on WAPC reporting and partner data reconciliation. The ideal candidate will possess strong Excel skills and a background in the financial industry, particularly in client-facing roles. Collaborate with various teams to enhance operational efficiencies and support advisor inquiries for performance and portfolio management.
Key Responsibilities:
• Handle complex reporting and reconciliation queries
• Provide timely resolutions for operational issues
• Collaborate with Custodians and service providers
• Identify process improvement opportunities
• Participate in cross-functional project initiatives
Requirements:
• Bachelor’s or diploma in Business Administration
• ...