Financial Planning Administrator

Job Responsibility:

TriCert Investment Counsel, formerly Independent Accountants' Investment Counsel Inc. (IAIC) is a registered portfolio management firm founded in 1999, managing over $2.5 billion in assets under management (AUM) for thousands of households across all ten Canadian provinces and the Yukon Territory. At TriCert Investment Counsel, we are investors, not traders. Our QSect™ approach utilizes a quality, sector-based methodology, matching a client's risk tolerance with a tailored portfolio to meet goals while aiming to provide comfort to clients through volatile markets.

Taking a holistic view of our clients' financial affairs, together with the tax plan, financial plan, and broader financial landscape, we tailor solutions unique to our clients. The financial plan's goals serve as our benchmark to build portfolios that let you sleep soundly, optimize tax efficiency, and deliver results. We are seeking an experienced Financial Planning Administrator to provide dedicated, specialized administrative support to our Financial Planning team and clients.

Duties and Responsibilities:

• Prepare documentation and provide updates in preparation for client meetings.
• Create reports for analysis of client accounts and assist clients with transactional needs.
• Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation.
• Provide a high level of client service which includes responding to phone, mail, and electronic enquiries.
• Deliver the ‘gold standard' client experience at every interaction with team members, colleagues, and clients; prioritize and handle own work and consistently exercise discretion.
• Adhere to all policies and procedures and maintain a culture and operation of risk management.
• Participate fully as a team member, continually improve knowledge, and keep others informed and up to date about status and progress, issues or other related activities.

Requirements:

• 2+ years' experience in an administrative role within the Financial Services industry (ideally in a wealth management or brokerage firm)
• Post-secondary education or equivalent work experience.
• Ability to work independently and to exercise sound judgment and discretion.
• Analytical thinking and problem solving with the ability to balance multiple daily responsibilities.
• Strong numeracy skills and attention to detail.
• Proficiency with MS Office (Outlook, Word, Excel) and ability to learn new software. Experience with financial planning or contact relationship software would be an asset.
• Excellent organizational skills, with strong attention to detail and accuracy.
• Strong time management, communication and priority setting skills to meet deadlines.
• Great communication skills, both written and verbal, with the ability to deal with clients in a professional and courteous manner, in person and digitally.
• Self-starter, willing to take initiative and bring ideas on process and service improvement.

Details:

• Work Arrangement: Hybrid - This role will work on site 2 days per week at our Waterloo office. Employees are welcome to work from home the remaining days of the week.
• Reports to the Manager of Financial Planning, however, will support all Financial Planners within the team.
• Start Date: ASAP

Why work for us?

• Competitive wage
• Opportunity to grow in the role, with the team, and within the organization.
• Rewarding career with a growing organization.
• Flexible hybrid work environment.
• Extended health, dental and vision care.
• Profit sharing.
• Training opportunities.
• Paid professional designations.

We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.

We thank all candidates for their interest; however only those candidates selected for further screening will be contacted.

Job Types: Full-time, Permanent

Pay: $23.00-$30.00 per hour

Expected hours: 35 - 40 per week

Benefits:

• Company events
• Dental care
• Disability insurance
• Discounted or free food
• Employee assistance program
• Extended health care
• On-site parking
• Paid time off
• Profit sharing
• Vision care
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Overtime pay

Ability to commute/relocate:

• Waterloo, ON N2L 4E9: reliably commute or plan to relocate before starting work (required)

Application question(s):

• What are your hourly wage expectations?

Experience:

• financial services administration: 2 years (preferred)

Work Location: Hybrid remote in Waterloo, ON N2L 4E9