Business Systems Support

Job Overview

Join as Business Systems Support at Wellington-Altus . The role will be based out of our Winnipeg or Toronto office.

Key Responsibilities

• Trade Inquiry & Support: Address and resolve trade discrepancies or errors, collaborating with internal teams and external partners to identify solutions.
• Systems Management: Update transactional data in the administration system daily to ensure data meets advisor team needs.
• Facilitate customization changes per branch (basic report configuration, client information fields customization, etc.).
• Monitor platform performance and trade execution to identify potential issues before clients are impacted.
• Support system updates and enhancements.
• Identify opportunities to improve processes and functionality.
• Elevated controls: Manage user assignments and support Service Desk with changes requested.
• Daily Support a...