This job offer is not available in your country.
Analyst, Business Systems Enablement
Wellington-Altus Financial Inc.Wellington, Wellington, New Zealand14 days ago
Job descriptionEnsuring accurate and timely entry of client-related data across multiple business systems. Maintaining data integrity through rigorous validation, reconciliation, and quality control processes. Monitoring and resolving data discrepancies that affect client-facing platforms and internal operations. Supporting the development and implementation of internal system enablement policies and procedures. Collaborating with stakeholders to identify system gaps and recommend enhancements. Participating in system testing, configuration, and rollout of new features or updates. Analyzing existing workflows to identify inefficiencies and opportunities for automation. Designing and implementing streamlined processes to reduce manual effort and improve accuracy. Contributing to the development of automation tools and scripts in collaboration with technical teams. Ensuring adherence to data governance policies and regulatory requirements. Identifying and escalating risks related to data accuracy, system integrity, or process failures. Participating in audits and contributing to remediation efforts as needed. Ensuring all requests and tasks are completed in alignment with defined service standards, contributing to a consistent and reliable client experience. Perform other duties as assigned. Bachelor’s degree in finance, accounting, business, information technology or a related field. A minimum of 2-3 years’ of financial services industry experience working in a high growth environment. A minimum of 2 years’ of experience in vendor and custodian management and experience in a customer / client-service facing role. Equivalent combination of education and experience may be considered. Experience in the wealth management or other regulated industry is a strong asset. Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook. Advanced Excel proficiency with expertise in handling large data sets and performing complex comparisons for analysis and insight. Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals. Excellent attitude and commitment to providing extraordinary service. An excellent attention to detail. Exceptional problem-solving with strong analytical thinking and initiative. Takes initiative to identify opportunities, solve problems, and contribute independently to team goals without needing direction. Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually). Strong organizational skills. A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities. Strong critical thinking and written and verbal communication skills. An ability to maintain the highest levels of confidentiality. 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.
Overview
Location : This in-office position will be based out of our Toronto or Winnipeg 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 Lead Analyst, Business Systems Reporting, the Analyst, Business Systems Enablement will support the development and implementation of system processes, policies, and procedures. The role focuses on improving efficiency by streamlining workflows, reducing manual tasks, and ensuring accurate client data entry across multiple business systems. This data directly impacts both client-facing and internal platforms. The incumbent will ensure requests are completed in alignment with service standards, while contributing to quality control, automation initiatives, and departmental projects that enhance overall system performance.
Key responsibilities
The ideal candidate will possess
Conditions of 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
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
#J-18808-Ljbffr
Create a job alert for this search
Analyst • Wellington, Wellington, New Zealand
Related jobs
- Promoted
Business Analyst
Summerset HoldingsWellington, New Zealand OverviewYou can help bring our villages to life!.At Summerset, from the moment we start developing a village, to when our residents call it home, it's the passion and dedication of our people that ...Show moreLast updated: 30+ days ago
- Promoted
Business Analyst - Business Improvement & Innovation
New Zealand GovernmentWellington, Wellington, New Zealand Mō tēnei tūranga mahi | About this role • •Join a nationally significant project shaping the future of border management in Aotearoa! • • Join the New Zealand Customs Service and play a key role in del...Show moreLast updated: 6 days ago
- Promoted
Business Analyst
Summerset Retirement VillagesWellington, Wellington, New Zealand We are looking for an experienced IT Business Analyst to join our Technologies team.In this role, you’ll work closely with stakeholders to analyse, design, and enhance IT and business systems that ...Show moreLast updated: 30+ days ago
- Promoted
Managers required
SBNH Foods LimitedLower Hutt, Wellington, New Zealand Are you passionate about pizza and leadership? Domino's Pizza is looking for a Store Manager & 2 dedicated Shift Managers to join our dynamic teams in .
Kilbernie and Newtown, Wellington! If you thr...Show moreLast updated: 16 days ago
- Promoted
Senior Business Analyst
ArenaWellington, Wellington, New Zealand We are supporting a client in the supply of an experienced Business Analyst to apply core analysis skills within a Genesys PureCloud Contact Centre project.
Supporting agile delivery practices, this...Show moreLast updated: 11 days ago
- Promoted
Senior Business Analyst
New Zealand Ministry Of Economic DevelopmentWellington, Wellington, New Zealand Select how often (in days) to receive an alert : .Surround yourself with people who are curious and passionate about rewiring our analysis craft and capability.
Work in a complex and dynamic ICT envir...Show moreLast updated: 30+ days ago
- Promoted
Analyst - System Transformation
New Zealalnd GovernmentWellington, New Zealand Create an account and apply for jobs of interest.Create a profile and receive email alerts for jobs that match your profile.
Have you got what it takes to shape Aotearoa New Zealand's tomorrow?.This...Show moreLast updated: 1 day ago
- Promoted
- New!
Business Analyst - Business Improvement & Innovation
Nz CustomsWellington, New Zealand Business Analyst - Business Improvement & Innovation.Join a nationally significant project shaping the future of border management in Aotearoa!.
Are you an experienced business analyst ready to supp...Show moreLast updated: 11 hours ago
- Promoted
- New!
Manager Business Systems & Operations
Ministry of Business, Innovation and EmploymentWellington, Wellington, New Zealand Discover a career with purpose at MBIE.Shape the future of business systems and enable smarter, more efficient service delivery.
Champion continuous improvement and innovation in a complex, fast-pac...Show moreLast updated: 6 hours ago
- Promoted
Senior Business Analyst
Tribe RecruitmentWellington, New Zealand Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.About The Company Join a large, complex public sector organisation that plays a critical role in keepin...Show moreLast updated: 26 days ago
- Promoted
Systems Analyst
Vero InsuranceWellington, Wellington, New Zealand Jobs - Job Details - Systems Analyst Careers at Suncorp Take the next step.Be part of something bigger at Suncorp.Systems Analyst Job No : Sydney - Inner Suburbs & CBD, Newcastle, Darwin, Brisbane...Show moreLast updated: 3 days ago
- Promoted
Business Analyst - Business Improvement & Innovation
New Zealand Customs ServiceWellington, Wellington, New Zealand Business Analyst - Business Improvement & Innovation at New Zealand Customs Service.Join a nationally significant project shaping the future of border management in Aotearoa.This role supports the ...Show moreLast updated: 6 days ago
- Promoted
Sap Systems Analyst / Functional Consultant – Ppm
Tribe RecruitmentWellington, New Zealand About The Role We are seeking an experienced SAP Systems Analyst or Functional Consultant with strong expertise in the SAP Portfolio and Project Management (PPM) module.
This contract role is based ...Show moreLast updated: 9 days ago
- Promoted
Senior Business Systems Specialist
New Zealand GovernmentWellington, Wellington, New Zealand Discover a career with purpose at MBIE.Discover a career with purpose at MBIE • Deliver smart solutions by analysing business needs and collaborating with key stakeholders • Lead technical directio...Show moreLast updated: 10 days ago
- Promoted
Data Solutions Architect
Randstad New ZealandWellington, Wellington, New Zealand Be among the first 25 applicants.My client is looking at hiring a Data Solutions Architect who will be responsible for the architecture of an Integrated Data and Analytics Platform.This will be a 1...Show moreLast updated: 30+ days ago
- Promoted
Business Analyst - Systems Improvement
Ministry Of Social DevelopmentWellington, New Zealand Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Lead and collaborate across DSS and the sector to improve workflow and process mapping to drive optimal sys...Show moreLast updated: 1 day ago
- Promoted
Manager Business Systems & Operations
New Zealand Ministry Of Economic DevelopmentWellington, New Zealand Join us in shaping the future of New Zealand's building and construction sector.We're looking for a strategic and people-focused leader to head our Business Systems and Operations team within the B...Show moreLast updated: 1 day ago
- Promoted
- New!
Business Analyst - Business Improvement & Innovation
NZ CustomsWellington, Wellington, New Zealand Business Analyst - Business Improvement & Innovation.Join a nationally significant project shaping the future of border management in Aotearoa!.
Are you an experienced business analyst ready to supp...Show moreLast updated: 6 hours ago