Documentation Administrator

Wellington-Altus Private Wealth Inc.

 

Role Description: 

The successful candidate will support our wealth advisors and associates to ensure quality control of documents and that procedures are properly implemented and maintained. This position is for a term of one year.

 

Responsibilities & Activities:

  • Assist in the establishment of department procedures, implementation and ongoing review of those procedures, striving to create efficiencies.
  • Provide timely and accurate responses to inquiries.
  • Will work with other departments as required to support account opening within the organization.
  • Manage returned mail and hold mail requests.
  • Maintain electronic copies of all submitted documentation.
  • Provide a copy of signed documentation and welcome packages to clients.
  • Performs other duties as assigned.

 

Educational & Industry Requirements:

  • Minimum of 3 years of industry experience, preferably in an administrative or operational capacity.

 

Knowledge, Skills, & Abilities:

  • Excellent interpersonal skills.
  • Reliable, consistent work ethic.
  • Ability to quickly adapt to changing needs.
  • Excellent attitude and committed to providing extraordinary service.
  • Salary is commensurate with experience.

 

 

To apply, please email your resume to careers@wprivate.ca