Support wealth management clients from North York while applying account administration expertise and working from home up to three days weekly.
As an Account Administrator and Client Service Representative, you will support Portfolio Manager teams and clients across Canada. The position requires brokerage experience, accurate documentation, investment account knowledge, and strong communication. You will manage client requests, account structures, transfers, reporting, and administrative processes while maintaining service standards.
Key Responsibilities:
- Assist clients with account documentation and onboarding requirements
- Coordinate account structures, transfers, corrections, and reconciliations
- Manage ticketed inquiries and document client interactions
- Support reporting, fees, banking, KYC, and information changes
- Maintain compliance, security, and due diligence procedures
Requirements:
- Three-plus years with Canadian wealth management or brokerage firms
- Experience working at a securities brokerage
- Knowledge of investment accounts and administration regulations
- Strong oral, written, and in-person communication skills
- Microsoft Office, CRM, portfolio management, and billing systems proficiency
Bring brokerage experience, client service strength, and investment account knowledge to this North York wealth management team.
Wealth Management Account Administrator in Toronto employer: QWealth Partnership
At Q Wealth, we pride ourselves on being an exceptional employer that empowers our Portfolio Managers to thrive in a supportive and collaborative environment. Located in Saskatoon, our firm offers a unique opportunity to work alongside dedicated Financial Planners and Wealth Advisors, ensuring that you can focus on what you do best—advising clients and managing portfolios. With a commitment to fiduciary principles, integrated relationships, and a clear path for professional growth, Q Wealth is the ideal place for experienced professionals looking to make a meaningful impact in their clients' financial journeys.
