Reporting Coordinator, Wealth Management Windsor

Overview

Your Opportunity

Our Wealth Management team is looking for a Reporting Coordinator to join the team! This is a replacement position and the successful candidate will be responsible for:

• Assist the Financial Planning team with administrative needs
• Assist with coordinating the financial planning process, along with gathering the required information
• Assist with coordinating the consolidated reporting process, along with gathering the required information
• Process client data and complete data entry in consolidated reports
• Responsible for ensuring consolidated reports are prepared/scheduled
• Responsible for client data integrity and system updates
• Other Financial Planning tasks including, but not limited to: meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned
• Ad hoc duties and projects as required

• 2+ years’ experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment related workplace)
• Degree/Diploma in a relevant field
• You have completed or are working toward your CFP designation is considered an asset
• You possess an inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements
• You display solid problem solving, analytical, and communication skills
• Proficiency with the Microsoft Office Suite
• You have the ability to work well independently with minimal supervision
• Robust attention to detail
• Robust administration and organization skills

The expected range of compensation for this role is $60,000 - $90,000 annually.

If you require accommodation to complete the application process, please contact us.