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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