Wealth Management Administrator

Industry
Accounting & Finance
Administration
Professional Services
Location
Ontario
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Wealth Management Administrator
Toronto, ON
Reference # AC-13661

We are recruiting a Wealth Management Administrator on behalf of our client, a boutique Wealth Management and Benefits Consulting firm which specializes in the high net worth market. They have been providing a unique team based approach to Comprehensive Wealth Management and Benefits Consulting that allows their clients to have significantly better outcomes. Now, with over 80 employees, they have continued to grow successfully with locations in Halifax, Moncton, Saint John and Toronto.

Your responsibilities will include:

  • Direct administrative support to a Wealth Management Advisor or Advisors
  • Client meeting preparation of documents
  • The completion of post-meeting commitments, such as the execution of investment trades
  • Executing transactions as requested by clients
  • Responding to all client service enquiries, as well as those from client’s other professional partners
  • Tracking information for Advisor’s business plan
  • Working in a team environment to ensure best practices and balanced workflow

Your qualifications:

  • Post Secondary degree/diploma or an acceptable combination of education and progressively responsible work experience
  • Desire to pursue knowledge & growth. Excited to pursue securities and insurance licenses
  • Ability to take initiative, ownership of outcomes and a pro-active approach to work
  • Strong proficiency in Excel and Word
  • Strong oral and written communication skills
  • Exceptional planning, organizational and time management skills
  • Previous experience in handling confidential or sensitive information with integrity
  • Proven experience as a high performer with high attention to detail
  • Desire to grow and to expand capabilities and responsibilities
  • Understands and recognizes priorities, deadlines and has a sense of urgency
  • Completion of CSC considered an asset

Benefits of working with our client:

  • Competitive compensation and comprehensive benefits program
  • Positive culture where team members are valued and respected
  • Support of ongoing professional development throughout career
  • Collaborative team environment
  • Commitment to and supportive of community involvement


To express interest in this opportunity please contact Adam Creaghan, Senior Consultant acreaghan@kbrs.ca or Holly Green, Recruitment Specialist at hgreen@kbrs.ca or 647-480-1709

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.

 

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