Wealth Administrator

24 hours ago

Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time
Griffith & Associates is looking for an all-round wealth administrator We're a small but mighty team, so as the wealth administrator, you'll get the opportunity to wear many different hats across a wide range of tasks in a full-time role. You'll juggle multiple balls, be super organised, and thrive off helping make magic happen. You will own this position, showing leadership and accoutability while excelling in organization.

We're after a goer, someone that loves getting stuff done. We are looking for someone with:

Self-motivation - High attention to detail - Excellent time and self-management skills - Reputation of being a team player - Excellent computer skills - Excellent communication skills - Ideally, familiarity with a range of programs such as Salesforce, Microsoft Office and different trading platforms.

Experience Desired:
  • Demonstrated high-level initiative and strong organisational skills, with attention to detail and the ability to identify improvements, determine priorities, multi-task and effectively and efficiently meet timeframes. 
  • Strong interpersonal and communication skills, including strong written skills and the ability to get along with our team. 
  • Proven experience in investment administration within a busy working environment. Knowledge of Salesforce will be highly regarded.
Our Values:
  • Excellence - We love seeing people doing what they are amazing at. Celebrating and uplifting each other's strengths, learning from mistakes and accuracy and attention to detail is prioritised. 
  • Generosity - We love seeing people and communities thrive. This includes, but is not restricted to, offering funding, helping the disadvantaged and offering employees outstanding work conditions.
  • Fun - We get creative when it comes to fun in our world. From planned team gatherings to lunches on the boss, we believe life's too short not to have fun at work.
  • Honesty - We care about being real and genuine. Trust, openness and confidentiality between all of our team, members and stakeholders is crucial to us.
  • Innovation-  Our team works hard to pave out new and improved ways of doing things. We celebrate our team sharing their ideas and challenging the norm so we can be better.
  • Reliability - We love getting things done. We keep jobs and projects moving with meetings kept to a minimum. We are a lean team, actioning things efficiently and accurately.
  • Health - In a busy online environment, we prioritise and protect the health of our team. We care about setting up healthy work environments and investing into the wellbeing of each other.
Main Responsibilities:
  • Account opening and transfers.
  • Completing 'on behalf of' Trading.
  • AWDs/PACs/SWPs/SIPs.
  • Transfer tracking.
  • Record Keeping for new accounts and account activities.
  • Following up with clients for missing documentation or information.
  • Compliance/Regulatory.
Qualifications & Requirements:
  • Experience working within financial services advisory firm and executing trading orders is required.
  • CSC & CPH course completed. OR new CIRO Retail Securities Exam
  • Knowledge & experience of industry legislation, rules and requirements. 
  • Salesforce experience is an asset.
  • University degree or College diploma. (preferred but not mandatory).
  • Proficiency in MS Word, MS Excel, MS PowerPoint, and a CRM essential.
  • Willing to take applicable industry courses and professional development.
What we offer:
  • Competitive Salary.
  • Health Benefits.
  • RRSP Matching.

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