Business Systems Support

Business Systems Support

Location:  This position will be based out of our Winnipeg or Toronto office.

Our Organization:

Founded in 2017, Wellington-Altus Financial (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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 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 Senior Vice-President, Operations, the Business Systems Support is responsible for application support, including configuration activities, testing and trade-related activities on the wealth management platform (Envestnet).

This role will ensure that trades are processed correctly, identify and resolve any issues in a timely manner and maintain smooth communication between internal teams, advisors and external partners.

Key Responsibilities Include:

• Trade Inquiry & Support
• Address and resolve trade discrepancies or errors, collaborating with internal teams and external partners to identify solutions.
• Systems Management
• Responsible for updating transactional data in the administration system daily to ensure the data meets the needs of our advisor teams.
• Facilitates customization changes per branch (basic report configuration, client information fields customization, etc.).
• Monitor platform performance and trade execution to identify potential issues before they impact clients.
• Support system updates and enhancements.
• Identify opportunities to improve processes and functionality.
• Responsible for elevated controls surrounding user management of the Envestnet system.
• Will perform regular audits into user assignments and will support Service Desk with changes requested.
• Daily Support and Documentation
• Identify, document, report, and track system issues (related to data and performance).
• Collaborate with the Service Desk team when there are outages or service issues reported.
• Manages escalation of feedback from key users.
• Provide support for functional questions as raised by the advisor teams.
• Maintain comprehensive system documentation, as well as process & procedure capture and continual improvement.
• Reconciliation, Quality Control, and Reporting
• Collaborate with key departments on reconciliation activities to align data across the various systems.
• Responsible for generating and presenting monthly reports around topics such as user engagement, system performance, etc.
• Ensure that all trades and support activities are compliant with company policies, industry standards and regulations.
• Other duties as assigned.

The Ideal Candidate Will Possess:

• Bachelor's or master's degree in Finance, Business Administration, or related field, or equivalent work experience.
• 2-5 years’ financial services industry experience working in a high growth environment.
• 2+ years’ experience in a customer/client-service facing role.
• Experience in wealth management or other regulated industry is a strong asset.
• CSC is considered an asset.
• CFP is considered an asset.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience with various collaborative workflow tools (JIRA, etc.).
• Experience with Envestnet/Croesus preferred.
• Exhibit a strong sense of responsibility and dependability in both daily tasks and long-term objectives, demonstrating adaptability and innovation.
• Ability to professionally communicate with various stakeholders.
• Maintain a positive attitude and a dedication to delivering exceptional service to clients and stakeholders.
• Possess a keen eye for detail, ensuring accuracy and quality in all work.
• Demonstrate exceptional communication skills, fostering collaboration across various platforms—whether in-person, over the phone, or virtually.
• Showcase excellent analytical skills to identify challenges and develop effective solutions.
• Exhibit strong organizational abilities to manage tasks efficiently and effectively.
• Navigate uncertainty with ease, remaining adaptable while managing multiple competing priorities.
• Apply strong critical thinking skills to evaluate situations and make informed decisions.
• Uphold the highest standards of confidentiality in all interactions and communications.

Conditions Of Employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To Apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.