Partner Support Specialist in Transfers
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-06-13
Listing for:
Wellington-Altus Financial Inc.
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Business Internship, Financial Analyst, Financial Consultant
Job Description & How to Apply Below
This role will report to the Manager, Advisor Experience, and is essential for supporting advisors with external transfer inquiries. Your expertise will facilitate effective problem-solving and relationship management, building trust with advisory teams and external partners. You will also help improve workflows and minimize inquiries through collaboration and efficient communication.
Key Responsibilities:
• Serve as subject matter expert on external transfers
• Provide timely assistance to advisors on transfer requests
• Collaborate with internal teams and external partners
• Investigate and resolve complex transfer issues
• Maintain and update internal team documentation
Requirements:
• Bachelor’s degree in Business Administration or similar
• 3-5 years in financial services industry
• Proficient in Microsoft Office, especially Excel
• Familiarity with external transfer systems preferred
• Strong communication and organizational skills
Elevate advisor experiences by delivering exceptional support across transfer processes.
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