Take your financial career to the next level as a Client Reporting Administrator at Nicola Wealth. This role focuses on delivering accurate reports and maintaining integrity in financial data.

As our Client Reporting Administrator, you will prepare critical reports and manage data to ensure accuracy across various financial statements. You’ll work in collaboration with our Private Wealth team, troubleshoot discrepancies, and support fiscal reporting tasks. Seeking candidates who are detail-oriented with solid analytical skills to join our values-driven environment.

Key Responsibilities:
• Generate and validate client reports monthly and quarterly
• Resolve data discrepancies and ensure accuracy
• Collaborate with partners for accurate financial data




• Calculate and reconcile advisory fees across accounts
• Provide support for year-end fiscal reporting activities

Requirements:
• Bachelor’s degree in Business, Finance, or related field
• 3 years experience in financial administration roles
• Strong understanding of investment and tax regulations
• Proficiency in Excel; knowledge of SQL/frameworks preferred
• Strong analytical skills and attention to detail

At Nicola Wealth, leverage your skills to contribute to superior client service and operational excellence.
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📌 Administrator for Client Reporting at Nicola Wealth (Ontario)
🏢 Nicola Wealth
📍 Ontario