kitchener, on wealth administrator Jobs – 6 Openings This Week

Wealth Administrator
HR Made EZ —Kitchener, ON
- From $50,000 a year
- Full-time
- Microsoft Word
- Google Suite
- Customer service
Quick apply
5d
Field Salesforce Consultant
Manulife —Waterloo, ON
- $92,900–$142,900 a year
- Full-time
- Salesforce
- Travel
- Financial services
- Disability insurance
- Dental care
Salesforce Support & Enablement Consultant
Manulife —Waterloo, ON
- $73,725–$122,875 a year
- Full-time
- Bilingual
- Salesforce
- English
- Disability insurance
- Dental care
Disability Payment Specialist
OTIP Group of Companies (OTIP, Orbit, Curo) —Waterloo, ON
- $57,669–$79,295 a year
- Overtime
- Hybrid work
- Customer service
- Microsoft Office
- Math
Quick apply
Client Services Representative
Watkins Wealth Management —Ancaster, ON
- $50,000–$65,000 a year
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
- Dental care
- Paid time off
Quick apply
8d
VP, Group Benefit Services
NFP Corp —Kitchener, ON
- $140,000–$160,000 a year
- Full-time
- Presentation skills
- Organizational skills
- Leadership

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Wealth Management Administrator
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Wealth Administrator

HR Made EZ
Kitchener, ON

Quick apply

Job details

Permanent | Full-time
5 days ago

Benefits

Company events

Skills

Microsoft Word
Google Suite
Customer service
English
Communication skills
Time management

Full job description

HR Made EZ is working with a highly service oriented Financial Advisory Team, looking for a dynamic Wealth Administrator to support and grow with existing clients in Kitchener/Waterloo, Ontario.

Who are you …

We are looking for a proactive, organized, and people-focused Wealth Administrator to join our Financial Advisory team. This role is ideal for someone who thrives on being relied upon, enjoys variety in their day, and takes pride in helping a business run smoothly behind the scenes.

Reporting directly to the Advisors, you will play a critical role in keeping the practice organized, responsive, and moving forward. You are a valued team member whose attention to detail, professionalism, and initiative directly impact the client experience and the Advisor’s ability to grow the business.

If you enjoy building relationships, keeping things running efficiently, and knowing your work truly matters, you will feel at home here.

Responsibilities:

Make a meaningful difference every day

Working closely with the Advisor and licensed team members, you will:

complete new account openings and investment trades as required
pre-fill all documents/applications/transfer forms as requested for all advisors
track, update, follow-up on all incoming wealth transfers
contact all relinquishing institutions weekly to ensure all transfers are in good order and handled in a timely manner
perform various other tasks as requested by management

Requirements:

excellent communication skills and comfortable on the phone
ability to multi-task
effective time management skills
excellent customer service and telephone skills
proficiency with computers and computer programs
knowledge of general office procedures

Job Type:

full time

Required Education:

Ontario mutual funds licence is a definite asset and a requirement for this position within 6 months of hiring

To be considered for this role, you must be legally eligible to work in Ontario. Candidates must successfully complete a background screening, which may include both security and financial checks, as part of the selection process.

HR Made EZ supports clients with a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.

Job Types: Full-time, Permanent

Pay: From $50,000.00 per year

Benefits:

Company events

Work Location: In person

Quick apply

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wealth administrator jobs in kitchener, on

Wealth Administrator

Field Salesforce Consultant

Salesforce Support & Enablement Consultant

Disability Payment Specialist

Client Services Representative

VP, Group Benefit Services

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