Wealth Administrator

7 days ago

Prince Albert, Canada LP Financial Services Full time

**Company Description**
LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its footprint and service offering in the Canadian financial services distribution landscape.

**Job Description** Role & Responsibilities**

**Primary responsibilities include but are not limited to**:

- Handle mutual fund and life insurance administration tasks, including completing client transactions, registrations, and data entry with a high level of professionalism and confidentiality
- Provide timely administrative support to the wealth management team by managing and organizing client documentation, ensuring all records are accurate, up-to-date, and compliant with internal standards and regulatory requirements
- Coordinate and prepare materials for client meetings and follow-up documentation to ensure a positive client experience
- Generate and distribute reports to support the wealth management team’s client reviews, portfolio updates, and strategic planning
- Assist with conducting research and data gathering to help Wealth Advisors in developing financial strategies and recommendations for clients
- Ensure that all sales, service delivery, and operational activities meet legislative, regulatory, and compliance requirements
- Proactively identify and uncover client needs, including accepting transactions and trade requests (within scope of position)
- Perform ad-hoc duties as needed

**Qualifications** Education, Work Experience and Skill Sets**:

- Extensive experience in an Office Administrator role in a financial services environment
- Licensed Mutual Fund Representative (MFDA or equivalent)
- Experience with life insurance administration, including new business and servicing
- Post-secondary education in Business/Commerce or a related degree
- Excellent proficiency with MS Office particularly Word, Excel Outlook, and experience with financial tools considered an asset
- Excellent verbal and written communication skills
- Experience in handling sensitive and confidential documents and coordination of communications
- Technical fluency with the ability to learn and adapt to new technology effectively
- A demonstrated, reliable work ethic with the ability to manage multiple/competing priorities
- An ability to adapt quickly to changing needs and work environment

**Additional Information**
Comprehensive health, dental and vision benefits

Health & Wellness Spending Account

4% Matching RRSP allocation

Great workplace culture

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