Transfers Partner Support Associate Ontario

Join Wellington-Altus as a Partner Support Associate, Transfers in Ontario. Provide expert assistance to advisors and enhance transfer processes across departments for seamless operations.

This role entails supporting external transfer cases for financial advisors, problem-solving complex issues, and collaborating with both internal and external partners. You will be the key contact for advisors needing assistance with transfer requests, ensuring efficiency and accuracy throughout the process. The position leverages strong communication and organizational skills to build relationships and provide tailored solutions.

Key Responsibilities:

• Serve as an expert in external transfer processes

• Assist advisors with timely responses to inquiries

• Collaborate with internal teams and external institutions

• Investigate and resolve complex transfer issues

• Support documentation and process improvements

Requirements:

• Bachelor’s degree or diploma in Business Administration

• 3-5 years in financial services, preferably high-growth

• Proficiency in Microsoft Office, especially Excel

• Familiarity with external transfer systems preferred

• Excellent communication and organizational skills

Bring your expertise in transfer processes and a commitment to excellent service to Wellington-Altus as you support advisors in Ontario.
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