Job Description
Enhance your career in finance with Wellington-Altus as a Business Systems Support Analyst in either our Toronto or Winnipeg office. This role focuses on application support and trade execution monitoring.
As a key member of the operations team, you'll report directly to the Senior Vice-President, Operations. You'll ensure smooth trading by resolving discrepancies and customizing our wealth management system, Envestnet. Collaboration is key, as you'll communicate with advisors, internal teams, and external partners to maintain data integrity and process enhancements.
Key Responsibilities:
• Support trade inquiries and resolve discrepancies promptly
• Update transactional data to meet advisor needs
• Facilitate customization changes for client information
• Monitor platform performance and trade executions
• Manage user assignments and perform regular system audits
Requirements:
• Bachelor’s or master’s in Financ...
As a key member of the operations team, you'll report directly to the Senior Vice-President, Operations. You'll ensure smooth trading by resolving discrepancies and customizing our wealth management system, Envestnet. Collaboration is key, as you'll communicate with advisors, internal teams, and external partners to maintain data integrity and process enhancements.
Key Responsibilities:
• Support trade inquiries and resolve discrepancies promptly
• Update transactional data to meet advisor needs
• Facilitate customization changes for client information
• Monitor platform performance and trade executions
• Manage user assignments and perform regular system audits
Requirements:
• Bachelor’s or master’s in Financ...