Senior Financial Planning Administrator

Support investment transactions and client relationships as a Financial Planning Administrator at Wealth Your Way in Uptown Waterloo. Regular full-time work supports daily operations.

This administrator supports Financial Planners while maintaining accurate client records and transactional documentation. The position processes trades, applications, transfers, and account requests. It also coordinates meetings, follows up with clients, and supports regulatory compliance. Wealth Your Way provides financial planning, life insurance, and investment services to credit union members and their communities.

• Process investment trades, applications, transfers, and account transactions
• Reconcile trust accounts and maintain financial records
• Coordinate client meetings and portfolio review appointments
• Maintain complete, current client records and files
• Support compliance, operations, and process improvements

• Post-secondary education in business, finance, administration, or related discipline
• At least two years of administrative experience
• Experience working with internal and external stakeholders
• Mutual Fund Registration in good standing
• Must be bondable

Bring administrative accuracy, investment transaction knowledge, and client service skills to Wealth Your Way’s financial planning team.