Coordinator,Wealth Products Job Winnipeg area,Manitoba Canada,Business

Coordinator, Wealth Products

Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto or Winnipeg office.

Our organization
:

Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated
* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

* Investment Executive 2025 Brokerage Report Card.

The opportunity:

Reporting to the AVP, Central Overlay Group Ops, the Coordinator, Wealth Products will leverage strong communication skills to provide exceptional and timely administrative support to Advisors and their Associates. As a main point of contact for the Wealth Products team, the successful candidate will play an integral role in the Platinum Private Portfolio product offering, supporting and advancing this key product.

The Coordinator, Wealth Products will be responsible for composing up-to-date operational guides related to discretionary trading and support. Additionally, they will be crucial in facilitating interactions with the products team, central overlay group, transformation office, Business Analysts and other business units. The role also involves servicing Investment Advisors on the platform with a white-glove experience, ensuring their needs are met with the highest level of attention and care.

This position requires a high level of detail orientation, financial acumen, and agility.

Key responsibilities include:

Operational Work Serving as subject matter experts on the operational aspects of Wellington-Altus platforms, including Advice Based, Advice+ Managed, Platinum Private Portfolios, and Crescent Separately Managed (SMA), ensuring smooth transitions and accurate coding on firm accounts. Acting as liaisons between investment advisors (IAs) and third-party vendors, such as SMA, and internal teams such as Central Overlay Group and Envestnet teams, facilitating effective communication and resolving operational issues.

Completing research and provide timely and accurate responses to inquiries from IA teams and staff, including handling trading queries, service requests, and assessing or mitigating operational errors on discretionary platforms. Processing account setups in internal systems, including coding accounts appropriately on Thomson systems, maintaining and adjusting account configurations, and implementing quality checks and controls on various processes. Providing comprehensive data reports, extracts, and auditing services for departments like Documentation, Advent Support, vendors, Fees, and Data teams, ensuring data integrity and accuracy across platforms.

Collaborating closely with the Fees department to manage and process closing fees on accounts and oversee platform performance while resolving issues. Supporting IA teams in operational aspects, addressing inquiries, processing corrections, and ensuring compliance with regulatory requirements and data accuracy. Liaising with custodians (National Bank Independent Network), vendors, and internal parties, striving to deliver exceptional service to advisory teams while maintaining efficient operations.

Developing as a Specialist Educating team members on Wealth Products operations and platform functionalities and conduct regular training sessions for team members and other departments to ensure effective platform usage and updates. Collecting, validating, and monitoring trade data, assessing and correcting from a service and control perspective to maintain high standards in platform operations. Researching, gathering, and examining data to develop valuable insights and provide solutions for process improvements, supporting business development efforts with operational expertise.

Evaluating and implementing technology solutions to…