Remote Wealth Ops Specialist—Client & Custodian
Halton Hills, Brampton, Ontario, Canada
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Services
Location: Halton Hills
Hire Hawk Inc. in Canada (remote) is seeking a client-facing specialist to support advisors and operations in a boutique wealth management firm.
You will handle client inquiries, execute account openings and transfers, and assist with custodial processes in collaboration with Schwab and Fidelity, while upholding compliance and rigorous service standards. The ideal candidate has at least 3 years in wealth management or broker-dealer environments, experience with custodians, and strong
This is a great role to take on the Remote Wealth Ops Specialist—Client & Custodian Support role at Hire Hawk Inc.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Wealth Ops Specialist—Client & Custodian Support role in the description above.
We appreciate your interest in this position.
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