Support wealth management clients from North York using account administration, securities brokerage experience, and flexible home working up to three days weekly.
This Account Administrator and Client Service Representative supports a Wealth Management team within a Canadian portfolio management partnership. The position requires client account documentation experience, investment account knowledge, and accurate administrative service. You will work with Portfolio Manager teams, NBIN, and clients nationwide.
Key Responsibilities:
- Assist clients completing account documentation and account structures
- Manage inquiries, corrections, reconciliations, transfers, and information changes
- Support onboarding, client reporting, and management fee procedures
- Maintain documented interactions and required service levels
- Ensure compliance, security, safeguarding, and due diligence procedures
Requirements:
- Three-plus years with Canadian wealth management or brokerage firms
- Experience working at a securities brokerage
- Understanding of investment account structures and administration regulations
- Knowledge of corporate, trust, RRSP, RRIF, RESP, TFSA, FHSA, and RDSP accounts
- Microsoft Office, CRM, portfolio management, billing systems, and DocuSign proficiency
Apply your client service, account documentation, and investment administration expertise across North York's wealth management operations.
Wealth Management Account Administrator in Toronto employer: Q Wealth Partners
At Q Wealth, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work environment in Saskatoon. Our commitment to employee growth is evident through robust operational support and innovative tools that empower our Portfolio Managers to build meaningful client relationships. Join us to thrive in your career while enjoying a culture of trust, transparency, and professional development.
