Elevate your financial reporting career as a Client Reports Administrator at Nicola Wealth. In this role, you will ensure accuracy in monthly, quarterly, and annual reporting across various metrics in a supportive and innovative environment.

As a Client Reports Administrator, you will play a critical role in maintaining data integrity and delivering exceptional client service. Your responsibilities will include preparing comprehensive reports, managing vendor data, and supporting fiscal reporting processes. We seek candidates with strong analytical skills and a deep understanding of investment and tax knowledge to join our award-winning team.

Key Responsibilities:
• Prepare, validate, and deliver financial reports monthly and quarterly
• Ensure data integrity through issue resolution and accuracy checks




• Collaborate with vendors for accurate data sourcing
• Calculate monthly advisory fees and reconcile adjustments
• Support year-end fiscal tax reporting and data management

Requirements:
• Bachelor’s degree in Finance, Business, or related field
• 3 years in financial services administration experience
• Knowledge of investment and tax processes
• Proficiency in Excel, familiarity with SQL a plus
• Solid analytical and communication skills

Drive your career forward with Nicola Wealth, where your financial expertise will significantly impact our clients and team.
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📌 Financial Reporting Administrator at Nicola Wealth (Ontario)
🏢 Nicola Wealth
📍 Ontario