Job Description

Job Overview

Join as Business Systems Support at Wellington-Altus . The role will be based out of our Winnipeg or Toronto office.

Key Responsibilities

  • Trade Inquiry & Support: Address and resolve trade discrepancies or errors, collaborating with internal teams and external partners to identify solutions.
  • Systems Management: Update transactional data in the administration system daily to ensure data meets advisor team needs.
  • Facilitate customization changes per branch (basic report configuration, client information fields customization, etc.).
  • Monitor platform performance and trade execution to identify potential issues before clients are impacted.
  • Support system updates and enhancements.
  • Identify opportunities to improve processes and functionality.
  • Elevated controls: Manage user assignments and support Service Desk with chan...

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