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Added 11 mins ago
OR
Payroll Coordinator
OSL Retail Services Inc
Mississauga, ON
- Other
Excellent communications skills, verbal and written.
Added 11 mins ago
Bilingual Claims Adjuster, Property
OTIP Group of Companies (OTIP, Orbit, Curo)
Edmonton, AB · Quispamsis, NB · Dartmouth, NS · Waterloo, ON
…core competencies. Reporting to the National Property Claims Manager, the core parts of your role will be…
Added 11 mins ago
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Talent Development Specialist
FLINT Corp.
Calgary, AB
- Full-time
Reporting directly to the Sr. Manager, Training, Talent Development Specialist (known at FLINT as, the Talent Development Program Specialist) plays a pivotal role in ensuring the efficient…
Added 11 mins ago
Land Manager - Development
Boralex
ON
Assist with landowner outreach, including drafting correspondence and managing communications.
Added 28 mins ago
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SATCOM Sr. Program Manager- Bids & Proposals
Honeywell Aerospace
Ottawa, ON · Kanata, ON
- Full-time
The Senior Program Manager, Bids & Proposals, is responsible for leading complex product and program initiatives through the early phases of the program lifecycle, specifically Phase A1 and…
Added 40 mins ago
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Senior Manager, Strategic Development & Data Enablement
Compass Group Canada
Mississauga, ON
- Full-time
Now, If You Were To Come On Board As Our Senior Manager, Strategic Development & Data Enablement, We Would Ask You To Do The Following For Us
Added 40 mins ago
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Change Management Coordinator
Thomas Cavanagh Construction Limited
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- Full-time
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Added 40 mins ago
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CN - Lead, Hand
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Beamsville, ON
- Full-time
…requirements, such as maintaining proper paperwork and employee…
Added 42 mins ago
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PCB Layout Intern
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- Full-time
…for the world's most advanced consumer connectivity and data communications products. Within our Signal Integrity Products business unit, our Hardware Design team is currently looking for a…
Added 58 mins ago
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Environmental Service Manager Full Time
Responsive Group Inc.
Prescott, ON
- Full-time
The Environmental Service Manager reports to the Executive Director and performs general, routine maintenance and servicing operations throughout the home, in accordance with applicable…
Added 58 mins ago
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Employment Relations Officer - Toronto (12-month term)
PIPSC IPFPC
Toronto, ON · Greater Toronto Area, Canada
- $113,886 to $142,356 CAD / year
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Under the direction of the Director, Labour Relations Services, reporting to the Regional Manager, and functional supervision of the Team Lead, the Employment Relations Officer provides…
Added 58 mins ago
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Communications Coordinator (Bilingual)
PIPSC IPFPC
Ottawa, ON
- $67,321 to $84,150 CAD / year
- Full-time
Under the general direction of the Director, Policy Strategy & Engagement, reporting to the Manager, Communications, and under the functional supervision of the Team Leads, Public Relations…
Added 58 mins ago
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Communications Coordinator
Professional Institute of the Public Service of Canada
Ottawa, ON
- $67,321 to $84,150 CAD / year
- Full-time
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Added 58 mins ago
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Employment Relations Officer - Toronto
Professional Institute of the Public Service of Canada
Toronto, ON
- $113,886 to $142,356 CAD / year
- Full-time
Under the direction of the Director, Labour Relations Services, reporting to the regional Manager, Ontario and Nunavut Region, the Employment Relations Officer provides labour relations…
Added 1 hour ago
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Client Portfolio Manager
RPIA Capital Management
Toronto, ON
- Full-time
We are currently seeking a full-time Client Portfolio Manager to join our Client & Product Solutions team.
Added 1 hour ago
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Coordinator, Ramp
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Ottawa, ON
- Full-time
Conduct radio communications with the aircraft;
Added 1 hour ago
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Environmental Manager
Trillium Rail Partners
Mississauga, ON
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TRP has a current vacancy for an Environmental Manager that will be responsible for overseeing the environmental planning and compensation aspects of the project, including tree removal,…
Added 1 hour ago
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- Full-time
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Direct Care Nurse, Maximum and Multi-Level Security Units
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Added 1 hour ago
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General Duty Nurse, BC Children's and BC Women's
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…patients and their families, nursing observations, telephone communications, interventions, teaching, and care evaluations to ensure that patient records are current and…
Added 2 hours ago
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Fuels Product Advisor
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…Reporting to the North America Product and Commercial Programs Manager, this role will play a critical part in driving the success of our fuels portfolio, enhancing customer value…
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Research Project Manager
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Q Wealth Partners

Administrator

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Experience: 3+ years experience with Canadian wealth management or brokerage firms required ***
Posting language: English
Posted: Oct 19, 2026

Original job description

This is an exciting opportunity to join a dynamic and rapidly growing partnership of Canadian Portfolio Managers on the leading edge of the financial services and financial technology industry.

3+ years experience with Canadian wealth management or brokerage firms required ***

We’re in search of an enthusiastic person with a positive attitude to join our Wealth Management team as an Account Administrator/Client Service Representative.

We are looking for a proactive individual who is committed to self-improvement and expertise development in their field. The successful candidate will demonstrate a strong sense of ownership and responsibility, ensuring accurate and efficient problem-solving daily. An unwavering dedication to the quality of their work is essential. This person will not only take initiative in their professional growth but also consistently uphold high standards in their performance.

The ideal candidate will have excellent people skills and enjoy regular interaction with clients and staff. You are client-service oriented with the ability to manage time efficiently, prioritize work and accurately perform under pressure.

Based out of our head office in North York, this position is eligible to work from home up to 3 days per week with the aide of the best technology, cyber security, and cloud-based platforms.

Required Skills/Qualifications

Experience working at a securities brokerage.
Experience with client account documentation and administration at a financial services company.
Client service experience with outstanding oral, written and in-person communication skills.
Comprehensive understanding of investment account structures and the regulations that govern their administration and compliance.
Pro-active, service-oriented problem solver with ability to multi-task and perform professionally under pressure.
Knowledge of various types of investment accounts and related documentation (i.e. Corporate, Trust, RRSP, RRIF, RESP, TFSA, FHSA,RDSP, etc.).
Strong computer skills including Microsoft Office suite, CRM software, portfolio management and billing systems.
Knowledge and application of AML/FATCA procedures. Past training an asset.
You will work closely with our Portfolio Manager teams across the country and our custodial partner with NBIN in order to service and manage existing and future clients and provide administrative support.
Learn and operate business systems, operations, onboarding requirements and procedures related to account administration, client reporting, and management fees.
Create a welcoming environment for clients, prospective clients and partners.
Assist clients in completing account documentation, liaise with custodial/back office team to set up client’s account structure, track transfers etc.
Manage inbound inquiries for the Client Service team through our ticketing system, and provide oversight for account corrections/reconciliation, inquiries, account opening, account performance, banking, our portfolio accounting system d1g1t, KYC and client information changes, money movement, transfers, name changes etc., while maintaining services levels and documenting interactions.
Ongoing relationship management with our partners, including servicing of daily ad-hoc client requests, complex account management with RESP, RSP, TFSA Corrections, RIF/LIF Modifications and transfers.
Identify workflow improvements and training opportunities to continue to scale the department as we grow through new partner transitions and provide efficiencies with the continued deployment of the QCentral suite of technology.
Manage relationships with third-party service providers, as required.
Ensure adherence to compliance regulations and Code of Conduct and Ethics.
Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with the Firm's policies.
Participate in special projects as needed.
Stay current on all company initiatives and communications.
Working in a team environment, sharing new information and escalating issues when necessary.
Other responsibilities as dictated by the needs of the business in the areas of client services.
Proficient in the Microsoft suite of products, DocuSign.

Preferred

Prior experience with NBIN back office is an asset
Knowledge of Excel an asset

What’s The Bottom Line

Growth potential as the company rapidly expands

Apply About employer

More about this job

Responsibilities

Administer client accounts and documentation, support onboarding and account changes, respond to client inquiries, coordinate transfers and account corrections, and provide ongoing service to clients and portfolio manager teams. Maintain compliance and security procedures, manage service-provider relationships, document interactions, and contribute to workflow improvements and special projects.

Requirements

Requires at least 3 years of experience with Canadian wealth management or brokerage firms, including securities brokerage experience and financial-services account administration. Candidates should understand investment account structures and related regulations, have strong client communication and problem-solving skills, and be proficient with Microsoft Office and relevant CRM, portfolio management, and billing systems; AML/FATCA knowledge is also required.

Skills

Client Service
Account Documentation
Regulatory Compliance
Anti-Money Laundering (AML)
FATCA Procedures
Know Your Client (KYC)
Microsoft Office
DocuSign
CRM Software
Portfolio Management Systems
Client Communication
Problem-Solving
Multitasking

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Securities Brokerage
Financial Services
Client Account Administration
Account Documentation
Client Onboarding
Investment Accounts
Corporate Accounts
Trust Accounts
RRSP
RRIF
RESP
TFSA
FHSA
RDSP
AML
FATCA
KYC
Microsoft Office
DocuSign
CRM Software
Portfolio Management Systems
Billing Systems
d1g1t
QCentral
NBIN
Ticketing System
Account Reconciliation
Money Movement
Regulatory Compliance

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