Wealth Management Administrator Jobs

Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.

Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;

Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and

Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;

Knowledge of U.S. income taxation and related issues;

At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and

Previous experience managing or supporting Wealth Management projects (i.e. PM, Tech Roles, Business Roles, etc)

Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies

Project/Program Management certifications (e.g. PMP and/or PgMP)

Effectively manage IT project deliverables on a large Reporting Wealth Program

Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making

Proven experience managing large scale Reporting projects and their integration with applications in a Financial Institution

3+ years experience in a compliance or audit role ideally in a dealer and/or portfolio management environment.

Working knowledge of information technology tools required including: MS Excel, MS Word and portfolio management or investment industry software.

Ability to demonstrate effective use of judgment, interpretation, knowledge and skill in the application of regulations and compliance requirements.

Act as a liaison and compliance support to various internal business partners across the Wealth Management businesses.

Prepare reports and related test results dashboard for various stakeholders including management.

Excellent data analysis skills, organizational, analytical and communication skills.

Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.

In-depth / expert knowledge of Wealth Management regulatory requirements.

In-depth / expert knowledge operational risk management practices - specifically non financial risk(ONFR) and/or credit

In-depth / expert knowledge of the Wealth Management business / product portfolio.

Leads/participates in the design, implementation and management of core business/group processes.

Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Strong vendor management skills - communications, organizational and self-management skills to meet assigned deliverables toward execution

Knowledge of the responsibilities, time sensitivities, services provided, and technical requirements a Custody and Settlement agent provides a broker-dealer

Makes recommendations to Sr. management based upon in-depth understanding of the business group

Minimum 8-10 years of experience in a senior role with similar experience and responsibilities

Strong facilitation skills and experience in the coordination of people arranging meetings, minute-taking, and project reporting skills

University education in Finance, Economics or Commerce specializing in Finance or Wealth

Experience working in a business analysis role in Capital Markets or Wealth Management.

Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank

Quick learner and solutions oriented, ability to escalate issues to management.

Hourly salary of $65 to $85 (based on experience).

A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule

Experience mapping business process flows is required.

Superior customer service and relationship management skills.

Strong organizational and time-management skills.

As a Client Service Associate, Estates Administrator, your skills and qualifications will include:

Collaborate with Advisory Team to provide expertise and create a seamless client experience.

Utilize knowledge and expertise with estate settlement to identify opportunities for improvement to existing processes.

A minimum of 5 years of related experience.

You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.

You have strong organization and time management skills, and the ability to work independently.

You have the problem-solving skills to go with your maturity, making you adaptable to many situations.

Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.

You have a strong aspiration to build a career in a Wealth Advisory role.

You're a curious, competitive critical thinker who thrives in change and collaborating with others.

As a Change Management Specialist, your experience and qualifications will include:

A minimum of 3 years’ Change Management experience or technical training/learning & development experience.

Exceptional interpersonal, influencing and conflict management skills.

As a Change Management Specialist, your key accountabilities will involve:

Experience in training evaluation, interpreting results and taking actions to mitigate knowledge gaps.

A solid understanding of Change Management methodology and best practices to roll out training plans to diverse audiences.

You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.

You have strong organization and time management skills, and the ability to work independently.

You have the problem-solving skills to go with your maturity, making you adaptable to many situations.

Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.

You have a strong aspiration to build a career in a Wealth Advisory role.

You’re a curious, competitive critical thinker who thrives in change and collaborating with others.

IG Private Wealth Management - Colbourne Group

Minimum of 5 years of experience in the financial services industry

Life License Qualification Program (LLQP) or willing to obtain

Participate in advanced, ‘High Value’ planning discovery, analysis, and implementation

Collaborate with seasoned local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving legacies

Deep-dive into portfolio analysis and build high-performing, tax-efficient, low, fee-transparent investment solutions

Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders

5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ

Experience working on CFR related regulatory projects as a BA in the Wealth Management domain

Wealth Management BA - Regulatory

6+ years of Business Analyst experience working at enterprise financial corporations

Experience with Agile Development Cycle

Domain knowledge of the financial industry - specifically Wealth Management

Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management

Business Consultant - Wealth Management

Experience working on IT projects

Experience with the SDLC cycle and project delivery in Agile Methodology

Strong experience in PPT, and delivering project updates

Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)

Ability to develop sales skills, achieve results and elevate to new roles within the department

Strong oral and written communication skills complimented by strong interpersonal skills

Excellent prioritization and organizational skills;

Drive strong sales by providing the Senior Associate timely, accurate and efficient support

Identify and schedule meetings and events for our sales team including logistical details

As an Associate, Asset Management Operations, your experience and qualifications will include:

Strong time management skills, particularly the ability to prioritize a multitude of tasks.

As an Associate, Asset Management Operations, your key accountabilities will involve:

Research for model portfolio structures, asset mix, risk management, liquidity risk and responsible investing (ESG-Environmental, Social, Governance).

Assist Portfolio Managers across all investment teams with cash management, mutual fund, equity, fixed income, option, and forex trading.

Proficiency in Microsoft Office, with advanced Excel skills, and financial industry systems and tools. Experience with Bloomberg is an asset.

Minimum 5 years’ wealth management experience

Provide expert advice and solutions in financial planning – including investments, financial management, insurance planning, tax planning, and retirement planning.

Certified Financial Planner (CFP) designation or able to complete within the year; will consider a combination of education and experience.

Working with members to create strategies

Implementing and monitoring planning tactics to ensure the member is well prepared for all financial and insurance realities.

Conduct regular reviews of member investment plans and identify additional opportunities.

Organizational and priority management skills

Support the Portfolio Manager in providing superior customer service, including responding to clients’ inquiries by phone and email.

Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.

Manage the advisors’ agenda, book appointments and prepare documentation for client meetings.

Two years of relevant experience in the banking, insurance and/or financial industry

Strong communication skills with the ability to build relationships and work collaboratively, confidentially and independently

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

Excellent benefits package that includes full health, medical, dental and vision care for you and any dependents

To provide superior client service support

Assist with client review reports and new client orientation processes

To respond to client inquiries about accounts and provide them with prompt, courteous administrative support

Support all practice management activities including account reviews, executing trade orders, compliance adherence, documentation tracking and maintenance of account lists

About Elaine Andrew & Associate Private Wealth Management

Minimum 3 years' of industry experience

Life License Qualification Program completion is a plus (or willing to obtain)

Experience in role involving financial planning and using financial planning software

Excellent written and verbal communication skills

Streamline current processes and procedures to enhance general product support and management functions

Support product initiatives by preparing ad-hoc reports and assisting in related projects

Monitor team mailbox, respond to inquiries and report user statistics

Compile data for monthly reports and other regular reporting as required

Develop and maintain Tableau dashboards to provide ongoing insights into KPIs, trends, and business drivers