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Associate, Wealth Operations
2 weeks ago
TriCert Investment Counsel, formerly Independent Accountants’ Investment Counsel Inc. (IAIC) is a registered portfolio management firm founded in 1999, managing over $2.5 billion in assets under management (AUM) for thousands of households across all ten Canadian provinces and the Yukon Territory. At TriCert Investment Counsel, we are investors, not traders. Our QSect approach utilizes a quality, sector-based methodology, matching a client’s risk tolerance with a tailored portfolio to meet goals while aiming to provide comfort to clients through volatile markets.
Taking a holistic view of our clients’ financial affairs, together with the tax plan, financial plan, and broader financial landscape, we tailor solutions unique to our clients. The financial plan’s goals serve as our benchmark to build portfolios that let you sleep soundly, optimize tax efficiency, and deliver results.
**Duties and Responsibilities**
The Client Care & Operations team provides frontline support to our Wealth Management Partners and referring CPA firms. They are responsible for delivering high quality, reliable and consistent support while handling core business processes.
- Provide a broad range of client service and operational support to our affiliated referring CPA firms such as processing funds withdrawals, TFSA/RSP contributions, asset transfers in/out, operational and transfer inquiries, opening of new accounts, account maintenance activities and tax reporting.
- Interact with partners by responding to/processing requests, with a high level of quality and detail in an effective and timely manner.
- Support team manager in prioritizing and managing team workload, demonstrating agility to respond to changes in processes and priorities across internal and external stakeholder groups.
- Analyze service and productivity to assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist.
- Responsible for the first point of escalations with our internal partner and affiliated referring CPA firms.
- Identify opportunities to improve service delivery, both within the Client Care & Operations group as well as across TriCert as a whole
- Support training for staff and affiliated referring CPA firms including data entry into various online portals, walk-through of processing tasks and operational guidance for new employees.
- Use effective relationship skills when communicating with partners / colleagues and in dealing with difficult conversations.
**Who You Are**
- Strong passion for building client relationships and delivering services to clients.
- Results oriented.
- Ability to process large volumes of data with high attention to detail.
- Ability to prioritize and optimally manage demanding workloads.
- Demonstrates excellent communication and interpersonal skills - easily articulating ideas both verbally and in written form, adapting to meet the needs of different stakeholders.
- Commitment to continuous learning and development in wealth management and industry knowledge.
- A bachelor’s degree or diploma in Business Administration, Finance, or relevant area of study
- Canadian Securities Course is an asset
- Have broad-based business experience, supporting and collaborating in the wealth space and delivering services to external clients.
- 2+ years related work experience within Wealth Management operations support.
- Knowledge of Client Account Opening and Client Account activity
- Cash & Registered (contributions, de-reg, cash/security in kind)
- Knowledge of Client Account transfer process (in-kind and or in cash & security positions)
- Knowledge of Registered Plans (RRSP/RIF's)
- Knowledge of Year-end tax reporting
- Excellent time management, problem solving, communication (oral, written and interpersonal) skills;
- Exceptional attention to detail.
- Effectively manage the expectations of a diverse and demanding client base.
- Exhibit outstanding analytical and problem-solving skills.
- Display a high level of ownership and accountability.
- Able to work in an evolving environment, adapting to change and comfortable working with ambiguity.
- Experience working in a team-oriented, collaborative environment.
- Proven relationship building skills, ability to work with a wide range of stakeholders at all levels
- Highly self-motivated and directed, able to effectively prioritize and execute tasks while under time constraints.
- Strong proficiency with Microsoft Excel.
**Why Work For Us?**
- Competitive wage
- Opportunity to grow in the role, with the team and within the organization.
- Rewarding career with a growing organization
- Flexible Hybrid work environment - Requirement to work on-site 2 days per week at our Waterloo office
- Extended health care/Dental care/Vision care
- Profit sharing
- We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon
