Support wealth management clients as an Account Administrator in hybrid North York, using account administration and client service expertise.
This full-time position serves a Wealth Management team from the North York head office. You will support Portfolio Manager teams and NBIN while managing client documentation, account structures, reporting, and inquiries. The work requires accurate problem-solving, efficient prioritization, and professional communication.
Key Responsibilities:
- Assist clients completing account documentation and opening requirements
- Coordinate account structures, transfers, corrections, and client information changes
- Manage Client Service inquiries through the ticketing system
- Maintain documentation, service levels, and interaction records
- Support compliance, security, and safeguarding procedures
Requirements:
- Three-plus years in Canadian wealth management or brokerage firms
- Experience with securities brokerage operations
- Client account documentation and financial services administration experience
- Knowledge of investment account structures and governing regulations
- Microsoft Office, CRM, portfolio management, and billing systems proficiency
Apply wealth management administration, client service, and compliance knowledge while supporting Canadian Portfolio Manager teams and clients.
Wealth Management Account Administrator employer: YouPotential
At QWealth, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work environment in Saskatoon. Our commitment to fiduciary principles ensures that you can confidently build client relationships while having access to a dedicated operations team and integrated financial planning resources. With ample opportunities for professional growth and a clear path to leadership roles, you'll find a rewarding career where your contributions truly matter.
