Found Description
Excel as a Partner Support Reconciliation Associate at Wellington-Altus in Winnipeg, specializing in asset reconciliation and collaboration across teams. Ensure a seamless advisor onboarding experience.
You will reconcile assets transferred for advisors, providing essential updates to the transitioning teams. Your role will require interaction with custodians to resolve discrepancies while keeping meticulous records. Collaborate with various teams to streamline the transfer processes.
Key Responsibilities:
• Track and reconcile assets with client statements
• Offer weekly updates on reconciliation statuses
• Update Book Value records periodically
• Maintain clear documentation of all asset transfers
• Work with teams to improve reconciliation processes
Requirements:
• Degree in Business Administration or Finance preferred
• Minimum 1-3 years in the financial industry
• Customer service experience in a client-facing role
• High proficiency in Microsof...
You will reconcile assets transferred for advisors, providing essential updates to the transitioning teams. Your role will require interaction with custodians to resolve discrepancies while keeping meticulous records. Collaborate with various teams to streamline the transfer processes.
Key Responsibilities:
• Track and reconcile assets with client statements
• Offer weekly updates on reconciliation statuses
• Update Book Value records periodically
• Maintain clear documentation of all asset transfers
• Work with teams to improve reconciliation processes
Requirements:
• Degree in Business Administration or Finance preferred
• Minimum 1-3 years in the financial industry
• Customer service experience in a client-facing role
• High proficiency in Microsof...
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