Wealth Management Administrator Jobs

Firm

This role is with a boutique Wealth Management firm that offers Investment Management, Financial Planning, Accounting and Family Office Management for ultra high net worth clients ($2 million+) and Family Office Clients (with assets ranging between $20 million to $200 million).

You will be a valuable member of the team supporting the firms Investment Counselors and Financial Planners.

Primary Responsibilities

• To provide administrative support to the wealth management and financial planning divisions
• To manage the flow of outgoing and incoming investment applications and forms needed in the administration of new and existing clients
• To ensure that all client files and data are current and adhere to compliance regulations
• To confirm and record all requested account transactions
• Assist with client review reports and new client orientation processes
• To provide superior client service support
• To respond to client inquiries about accounts and provide them with prompt, courteous administrative support
• Reception duties one day a week
• To print and mail quarterly newsletters to prospects and clients
• To maintain the confidential nature of the work at all times

Compensation: $50,000-$55,000 base salary + Bonus (5% of Salary). Might be a little flexibility on compensation depending on experience.

Benefits:

• RRSP matching program
• Wellness program (gym memberships & sports equipment)
• Excellent benefits package that includes full health, medical, dental and vision care for you and any dependents

Vacation - 3 weeks vacation + 6 personal days