Enhance your career as a Transition Associate with Wellington-Altus, based in Winnipeg or Saskatoon. This role emphasizes client service and meticulous attention to detail for onboarding new Advisor Teams.
In this position, you will support Advisor Teams by managing the onboarding process while ensuring compliance and thorough documentation. Ideal candidates possess client-service experience and strong analytical skills for handling Personal Information Forms. Your contributions will facilitate seamless transitions, empowering newly transitioned teams.
Key Responsibilities:
• Prepare and review account documentation for quality control
• Analyze Personal Information Forms to establish account types
• Identify missing information and create transition packages
• Track updated metrics using Transition Tracker
• Offer support to newly transitioned IA teams regarding products
Requirements:
• Post-secondary education in business, finance, or related fields
• 1+...