collingwood, on wealth management administrator Jobs – 2 Openings This Week

Wealth Management Administrator
Avery Human Resources —Barrie, ON
- $38,000–$50,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Scotia Jarislowsky Fraser Wealth Associate - Barrie, ON
Scotiabank —Barrie, ON
- Business development
- Business
- Accounting

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$57,000–$72,000 a year
1d
Wealth Management Administrator
Avery Human Resources —Barrie, ON
The successful candidate will play a key role in processing mutual fund transactions, maintaining client records, ensuring regulatory compliance, and delivering…
$38,000–$50,000 a year
Quick apply
1d

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Wealth Management Administrator

Avery Human Resources
Barrie, ON

Quick apply

Job details

Permanent | Part-time | Full-time
1 day ago

Benefits

Paid vacation

Skills

Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
Filing
Microsoft Office
Accounting
Organizational skills
Financial services
CSC
Communication skills
Time management

Full job description

Mutual Funds Administrator

Location: Barrie, ON

Compensation & Benefits

Part-Time Option

$34,000 – $38,000 annually
Monday to Friday, 10:00 AM – 4:00 PM
Paid 30-minute lunch break
Salary commensurate with experience

Full-Time Option

$45,000 – $50,000 annually
Monday to Friday, 9:00 AM – 5:00 PM
Paid 1-hour lunch break
Salary commensurate with experience

Additional Benefits

Paid sick and personal days
Three (3) weeks paid vacation to start
Professional and supportive team environment
Opportunities for ongoing industry development

Position Summary

We are seeking a detail-oriented and client-focused Mutual Funds Administrator to support the day-to-day administration of client investment accounts. The successful candidate will play a key role in processing mutual fund transactions, maintaining client records, ensuring regulatory compliance, and delivering exceptional service to both clients and advisors.

Key Responsibilities

Process new account applications, account updates, and investment transactions accurately and efficiently
Execute mutual fund purchases, redemptions, switches, and systematic investment plans
Establish and maintain Pre-Authorized Contribution (PAC) plans, Automatic Withdrawal Plans (AWD), and other account servicing requests
Complete and monitor account transfer documentation, including T2033 transfer requests
Upload and maintain client documentation within dealer systems, Head Office platforms, and CRM databases
Monitor pending transactions and follow up with fund companies, Head Office, and clients to ensure timely completion
Process client service requests, including address changes, beneficiary updates, withdrawals, and banking changes
Maintain accurate and organized client files in accordance with compliance and regulatory requirements
Coordinate client review meetings and assist with appointment scheduling and confirmations
Prepare and gather information required for client reviews, financial projections, and reporting
Assist advisors with administrative support related to investment and financial planning activities
Provide professional, responsive, and confidential service to clients and internal stakeholders
Ensure all documentation and transactions meet compliance and industry standards

Qualifications & Skills

Minimum 3–5 years of experience in the financial services or mutual fund industry
Strong understanding of mutual fund administration and investment account processing
Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel
Experience with Univeris, Maximizer CRM, or similar industry platforms is considered a strong asset
Mutual Fund License (IFIC or CSC) is considered an asset
Excellent verbal and written communication skills
Strong organizational and time-management abilities
Exceptional attention to detail and accuracy
Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment
Professional, client-focused approach with strong problem-solving skills
Ability to work independently and collaboratively within a team environment

How to Apply

Please submit your resume in confidence to:

[email protected]

Pay: $38,000.00-$50,000.00 per year

Work Location: In person

Quick apply

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wealth management administrator jobs in collingwood, on

Wealth Management Administrator

Scotia Jarislowsky Fraser Wealth Associate - Barrie, ON

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