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Nicola Wealth · 2 weeks ago

Administrative Associate (Toronto)

Toronto, Ontario, Canada

Full-time

Hybrid

Entry Level

$51K/yr - $71K/yr

1+ years exp

Nicola Wealth is a national leader in wealth management, recognized for its exceptional client service and award-winning culture. The Administrative Associate will provide essential administrative support to Wealth Advisors and Wealth Planning Associates, facilitating client meetings and managing day-to-day client requests.

ConsultingFinanceFinancial ServicesRisk ManagementWealth Management

Comp. & Benefits

Responsibilities

Assist Wealth Advisors to effectively manage practice

Prepare and compile information and reports

Support cash management processes

Organize Wealth Advisors by managing tasks and reminders

Support Wealth Advisors with technology updates as needed

Provide administrative support to teams of Wealth Advisors and Wealth Planning Associates

Support client meetings (schedule, coordinate, pre-meeting preparation, post-meeting follow-up and action items)

Manage invitations to client events

Enter client information into Salesforce

Process new business requests for client onboarding

Manage day-to-day client requests and execute, as applicable

Communicate, both verbally and in writing, with clients when required

Coordinate introductory meetings with prospective clients

Create “Lead” records for prospective clients in Salesforce

Track pipeline of prospective clients and ensure follow-up is provided

Follow up with Marketing Team as needed on incoming prospective leads

Coordinate and liaise with key stakeholders on behalf of Wealth Advisors for various corporate initiatives and projects, including and not exclusive to task management, reminders, meeting action items and deliverables

Other relevant and related responsibilities, as assigned and as the needs of the organization change

Qualification

MS WordMS ExcelClient service experienceBusiness degreeCanadian Securities CourseDiplomacyTactTechnology proficiencyAttention to detailOrganizational skills

Required

Business degree, diploma, certificate, or equivalent experience

Minimum 1 year of related work experience in an administrative capacity

Experience working in a high performing client service-oriented work environment

Demonstrated diplomacy, tact, and professionalism in a high-volume environment

Highly proficient in MS Word, Excel, PowerPoint, Outlook, and technology in general

Superior attention to detail

Highly organized and skilled at focusing on a high volume of tasks with competing priorities and deadlines

Legally eligible to work in Canada for any employer

Preferred

Canadian Securities Course (CSC) preferred

Prior experience working in the financial services or wealth management industry preferred

Benefits

Competitive performance bonus

RRSP contribution

Participation in our profit-sharing program

Participating in our profit sharing and benefit programs on day one

Opportunity to participate in our share ownership program

Company

Nicola Wealth

Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events.

Founded in 1994

Vancouver, British Columbia, CAN

501-1000 employees