Current jobs related to Operations and Administration Associate, Institutional - Vancouver - Nicola Wealth
-
Vancouver, British Columbia, Canada University of British Columbia Full time $9,859 - $15,381Staff - Non UnionJob CategoryM&P - AAPSJob ProfileAAPS Salaried - Administration, Level EJob TitleAssociate Director, Operational Strategy and AdministrationDepartmentLeadership | Learning Technology Innovation CentreCompensation Range$9, $15,380.75 CAD MonthlyThe Compensation Range is the span between the minimum and maximum base salary for a position. The...
-
Vancouver, Canada Leith Wheeler Investment Counsel Full timeEmployment Opportunity for the position of **Portfolio Administrator, Pensions and Institutions (6-month contract)** Vancouver, BC Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and...
-
Administrative Associate
1 day ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Administrative Associate** **Connor, Clark & Lunn Investment Management Ltd.** **Vancouver, BC** Connor, Clark & Lunn Investment Management (“CC&L”), an affiliate of the Connor, Clark & Lunn Financial Group, is looking for an **Administrative Associate** to join our Client Solutions Team. CC&L manages in excess of $58 billion for a variety of...
-
Analyst, Institutional Portfolio Operations
1 week ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Analyst, Institutional Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** When you join the Institutional Portfolio Operations (IPO) team as an Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of individuals, pension funds,...
-
Vancouver, Canada Endeavor Trust Corporation Full time $20 - $26Associate - Securities Operations (Full-Time, Onsite).Downtown Vancouver | $20 - $26/hour + full benefits.Endeavor Trust Corporation is a provincially regulated financial institution and transfer agent in downtown Vancouver. We work behind the scenes of the Canadian securities market - supporting public and private companies with share transactions,...
-
Associate Director, Administration
1 day ago
Vancouver, British Columbia, Canada University of British Columbia Full time $8,305 - $12,952Staff - Non UnionJob CategoryM&P - AAPSJob ProfileAAPS Salaried - Administration, Level DJob TitleAssociate Director, Administration & OperationsDepartmentSenior Management Team | Centre for Teaching, Learning and TechnologyCompensation Range$8, $12,952.33 CAD MonthlyThe Compensation Range is the span between the minimum and maximum base salary for a...
-
Vancouver, Canada Endeavor Trust Corporation Full timeOverview Associate - Securities Operations (Full-Time, Onsite). Downtown Vancouver | $20 - $26/hour + full benefits. Endeavor Trust Corporation is a provincially regulated financial institution and transfer agent in downtown Vancouver. We work behind the scenes of the Canadian securities market - supporting public and private companies with share...
-
Vancouver, Canada Emily Carr University of Art + Design Full time**Job Title** - Analyst, Research Services + Institutional Grants**Fixed-Term (Five-Years) Full-Time Excluded Position** **8:30am to 4:30pm / Monday to Friday** **(Telecommuting Options Available)** **Grade 9 ($79,731 to $106,308 per annum)** Emily Carr University of Art + Design is a school of students, faculty, thinkers and makers unlike any other....
-
Trust Operations Associate
1 day ago
Vancouver, British Columbia, Canada Raymond James Full time $45,000 - $55,000At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. STC...
-
Administrative Associate
1 week ago
Vancouver, Canada GOH BALLET ACADEMY Full time**Goh Ballet is seeking an Admin Associate for its location in Vancouver, BC.** **POSITION OVERVIEW** Goh Ballet Academy is one of Canada's pre-eminent ballet training institutions, with an enviable international reputation for excellence. Established in 1978, the Academy is now under the direction of Chan Hon Goh, former Principal Dancer of The National...
Operations and Administration Associate, Institutional
2 weeks ago
**About Nicola Wealth**:
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk
**About the Team**:
In 2022 we launched Nicola Institutional, which as of Dec 2024 manages $2.5 billion in assets. This division connects our exceptional asset management offering to the institutional market. Our capabilities extend beyond traditional stocks and bonds, encompassing a range of private investments that include real estate, private equity, infrastructure, and commercial mortgages.
We are seeking an exceptional team member to join the Nicola Institutional division and contribute to its continued growth. This role offers a unique opportunity to be part of a dynamic, highly effective team, driving operational support and enhancing team effectiveness. Reporting to the Vice President, Institutional Sales - Client Relationship Manager, you will focus on executing day-to-day internal operations and administration, ensuring optimal client experience and effectiveness.
Join us at Nicola Institutional and be part of a team that is shaping the future of investment management.
**Purpose of the Role**:
To facilitate the continued growth of the Nicola Institutional division, we are looking for an exceptional team member to bring operational support, drive increased team effectiveness and create capacity for senior team members to focus on delivering ongoing service for our existing and new Institutional clients. Reporting to the Vice President, Institutional Sales - Client Relationship Manager, your mandate will be to focus on executing day-to-day internal operations and administration. This is a great opportunity for someone who enjoys being part of a growing and highly effective team, and someone who takes pride in delivering high quality support, creating leverage for senior team members. Through your work you will drive direct impact in the build out the Nicola Institutional division.
**Core Responsibilities**:
- Work across internal divisions to identify and implement best practices for the Institutional Division ensuring maximized day-to-day deliverables.
- Establish systems and processes that ensure optimal client experience and effectiveness.
- Manage divisional materials, reports, content for client reports and publications.
- Collaborate to ensure operational efficiency, quality, and scalability of the division.
- Manage updates and maintain records on technology platforms such as eVestment and Salesforce
- Support in RFP development, including retrieving market and other data as needed
- Conduct prospect & market research, including conferences, events, prospect and centres of influence (COI) research, and other relevant contacts
- Maintain and update internal and external materials and communications such as pitch decks, fund performance figures, AUM sheets, SharePoint pages, LinkedIn posts/pages, and Newsletters.
- Prepare and respond to client requests & requirements, such as Monthly reports, Compliance certificates, EFTs, Onboarding, web access, signing authority requests and changes
- Assist with appointments (internal & external)
- Conduct market & competitor research
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.
**Required Skills & Qualifications**:
- 2-3 years of related work experience in Financial Services, within an Institutional investment environment.
- Undergraduate degree in a related discipline
- Entrepreneurial, start-up mindset combined with a keen focus on creating operational efficiency.
- Exceptional levels of attention to detail, highly organized with an execution focus.
- Proactive in determining where to add value and in your communication to others.
- A proven track record of a creative and collaborative approach to problem solving, skilled at working with a blank canvas to develop effective & efficient processes and innovative solutions.
- Natural ability to work cross-functionally, build relationships and collaborate to learn from and leverage others experiences and approaches that have been tried and tested elsewhere.
- Exceptional levels of prof
