Partner Support Associate, Reconciliation

Job description

Partner Support Associate, Reconciliation Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (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., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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 Manager, Advisor Services, the Partner Support Specialist, Reconciliation is responsible for reconciling assets transferred in for our newly onboarding advisors and ensuring accuracy. This role involves providing regular updates on the reconciliation progress to the advisor team, ensuring a smooth transition for clients. The Transfer Associate plays a key role in resolving any discrepancies an...