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Angela Degelman at Aplin is partnering with one of our most valued, long-standing clients to recruit a detail-oriented and proactive Wealth Administrator for their financial services team. Reporting directly to the Wealth Advisors, this role provides critical administrative support to ensure seamless operations, compliance, and an outstanding client experience.
This is an excellent opportunity for someone with a background in financial services administration who enjoys variety, thrives in a fast-paced environment, and is eager to learn and grow within the wealth management field.
Benefits & Perks
- Comprehensive health, dental, and vision benefits.
- Health & Wellness Spending Account.
- 4% matching RRSP allocation.
- A fun, supportive and collaborative workplace culture.
Responsibilities
- Accurately handle mutual fund and life insurance administration, including client transactions, registrations, and data entry, while maintaining confidentiality.
- Manage and organize client documentation, ensuring accuracy, compliance, and adherence to regulatory requirements.
- Prepare materials for client meetings, provide follow-up documentation, and help deliver a professional, seamless client experience.
- Generate and distribute reports to support portfolio reviews, client updates, and strategic planning initiatives.
- Assist with research and data gathering to support financial planning recommendations.
- Ensure all activities meet legislative, compliance, and regulatory standards.
- Coordinate appointment scheduling and act as a first point of contact for client needs, referring to specialists where appropriate.
- Proactively identify client needs and process transaction or trade requests within the scope of the role.
- Support the wealth management team with ad-hoc duties and special projects.
Qualifications
- Extensive experience in administration within financial services.
- Licensed Mutual Fund Representative (MFDA or equivalent) would be an asset.
- Experience with life insurance administration (new business and servicing) would be an asset.
- Post-secondary education in Business, Commerce, or related discipline is ideal.
- Proficiency in MS Office (Word, Excel, Outlook); familiarity with financial tools is an asset.
- Strong verbal and written communication skills.
- Proven ability to handle sensitive/confidential information with discretion.
- Tech-savvy with the ability to adapt quickly to new systems and tools.
- Strong organizational skills with the ability to manage multiple priorities.
- A team player with a reliable work ethic and adaptability in a changing environment.
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.