Trading & Accounts Coordinator

1 week ago

Vineland ON, Canada Autonomy Financial Planning Full time

Autonomy Financial Planning in Vineland is seeking a Trading & Accounts Coordinator to join our collaborative, detail-oriented team. This role blends client service, transaction support, and meeting preparation in a small-office environment where consistency, accuracy, and positive energy matter.

Prior financial services experience is an asset, but not required — we're happy to train the right person. A securities license is not required to start, and we will support the successful candidate in becoming licensed as they grow in the role.

What We're Looking For

  • 2–3 years in a client service or administrative role (financial services experience an asset)
  • Preference for candidates with the Canadian Securities Course (CSC) or interest in pursuing licensing
  • Strong organizational skills and a naturally detail-oriented mindset
  • Personable, upbeat, and comfortable interacting with clients
  • Dependable, accountable, and calm under pressure
  • Tech-savvy and adaptable to new tools and systems

Key Responsibilities

Trading, Transactions & Account Administration

  • Process all client account transactions including new accounts, transfers, trades, contributions, withdrawals, etc.
  • Liaise with custodians and back-office systems to ensure timely and accurate execution
  • Register Fund Facts and ensure all investment documentation is properly filed
  • Communicate and take client trading instructions (once/if licensed)

Client Service, Meeting Prep & Follow-Up

  • Prepare meeting packages including updated proposals, reports, and summaries
  • Draft agendas, strategy notes, and supporting materials
  • Execute and track post-meeting follow-ups to ensure all commitments are completed
  • Maintain accurate and up-to-date CRM records

Tax Package & Compliance Support

  • Compile and coordinate annual tax packages for clients
  • Maintain regulatory forms such as W-8BEN, KYC updates, etc.
  • Uphold strict confidentiality and compliance standards

Fee & Reporting Administration

  • Manage trustee and advisor fee collection through IPC and Paragon programs

Team Collaboration & Office Support

  • Support marketing initiatives, newsletters, and client events
  • Contribute to a positive team environment
  • Assist with front-office responsibilities as needed (phones, greeting clients) but not as a primary role

Who You Are

  • Professional, warm, and relationship-focused
  • Naturally thorough with high personal standards
  • Able to manage competing priorities without sacrificing accuracy
  • Comfortable working closely with a small team

Compensation

  • Hourly Range (Unlicensed): $20–$24 per hour depending on experience
  • Hourly Range (Licensed): $25+ per hour and depending on experience and licensing

Job Type: Full-time

Pay: From $20.00 per hour

Expected hours: No more than 40 per week

Benefits:

  • On-site parking

Work Location: In person

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