Wealth Management Administrator

3 weeks ago

Ottawa, Canada HEALWELL MANAGEMENT LLC Full time

Headquartered in Ottawa, the key to Welch’s successis continually evolving to meet the needs of our employees, clients and the marketplace.With a full suite of professional services, ranging from traditional assurance to expert business advisory, our clients respect and value the firm’s expertise and commitment to exceptional service. Our clientele is as varied as the economic landscape, ranging from start-ups to large, multi-divisional privately-held companies, not-for- profit organizations and public sector entities.Supporting that client facing business is a diverse group of administrative departments.

Established in 1918, Welch evolved from a single office to the largest locally-owned and operated firm in the region. Welch ranks as the 14thlargest accounting firm in Canada and continues to grow.With that growth we need to add motivated people to support our various departments from finance, administration, marketing and IT.

Grounded in our values of care, impact and empower, we are focused on creating a diverse and inclusive environment and supporting our surrounding communities. Itis our people that enableWelch LLP to wonderful place to build your career.

About the Opportunity

Welch LLP is currently looking for a Wealth Management Administrator to support the clients of our Family Wealth Advisory practice.

Duties and Responsibilities
  • Spearhead the initiation, closure, maintenance and transfer processes for client accounts.
  • Support the Personal Financial Planner in crafting insightful monthly and quarterly reports, designing impactful presentations, and compiling comprehensive year-end tax reporting packages.
  • Maintain meticulous records of client contacts and essential documents using our CRM system.
  • Assume full responsibility for assigned tasks, ensuring data integrity and swiftly addressing any urgent matters that may hinder progress.
  • Handle various financial transactions including processing cheques, electronic fund transfers (EFTs), and client withdrawal requests.
  • Provide clients with accurate and timely information tailored to their needs.
  • Collaborate with internal and external partners to seamlessly coordinate information and tasks, and assist in coordinating meetings.
  • Organize and execute engaging events for clients.
  • Track and follow-up on pending transfers with carriers.
  • Perform immediate follow-up with internal and external stakeholders regarding missing information, supporting documentation, information discrepancies and unclear instructions.
  • Establish and facilitate new client accounts within the relevant systems.
  • Manage incoming and outgoing Investments mail to ensure all service standards are met.
  • Additional responsibilities, duties and special projects as identified.
Qualifications
  • Minimum of 3 years’ experience in related industry or role
  • Completion or enrollment in Canadian Securities an asset
  • Experience using CRM’s
  • Proficiency with the full MS Office suite
  • Experience with paraplanning and working in the investments and insurance industry.
  • Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
  • Proven accuracy, attention to detail and data entry skills
  • Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
  • Ability to represent self, office and organization in a professional, positive manner at all times
  • Ability to handle sensitive and confidential information in a professional manner
  • Excellent verbal and written communication skills in English (French a asset)

If you are interested in a great career opportunity with a growing, flexible and dynamic organization, please apply

Welch LLP welcomes and encourages applications from people with disabilities. If you require accommodation during any stage of the recruitment process, please indicate this in your application.

We thank all applicants for their interest but only those selected for an interview will be contacted.

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