Administrative Associate (Toronto)

Nicola Wealth is a national leader in wealth management, recognized for its exceptional client service and award-winning culture. The Administrative Associate will provide vital administrative support to Wealth Advisors and Wealth Planning Associates, facilitating client interactions and internal processes to enhance business growth.

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

Skills

• 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
• 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
• Share ownership program

Company Overview