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., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 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.
The opportunity:
Reporting to the Senior Manager, Advisor Experience, the Estate & Trust Specialist is accountable for effectively handling all Estate and Trust related inquiries from Associates and Advisors
The Estate and Trust Specialist will be the main point of contact for WAPW staff and for NBCN back office trust -related inquiries.
Key responsibilities include:
Educational & Industry Requirements:
Conditions of Employment:
LOCATION Remote Work-at-Home JOB TYPE Full-Time PAY TYPES Hourly + Bonus SALARY $13.60 / hour Benefits & Perks REMOTE REPRESENTATIVE:...
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