HR Made EZ is working with a highly service oriented Financial Advisory Team, looking for a dynamic Wealth Administrator to support and grow with existing clients in Kitchener/Waterloo, Ontario.

Who are you …

We are looking for a proactive, organized, and people-focused Wealth Administrator to join our Financial Advisory team. This role is ideal for someone who thrives on being relied upon, enjoys variety in their day, and takes pride in helping a business run smoothly behind the scenes.

Reporting directly to the Advisors, you will play a critical role in keeping the practice organized, responsive, and moving forward. You are a valued team member whose attention to detail, professionalism, and initiative directly impact the client experience and the Advisor’s ability to grow the business.

If you enjoy building relationships, keeping things running efficiently, and knowing your work truly matters, you will feel at home here.

Responsibilities:

Make a meaningful difference every day

Working closely with the Advisor and licensed team members, you will:

- complete new account openings and investment trades as required
- pre-fill all documents/applications/transfer forms as requested for all advisors
- track, update, follow-up on all incoming wealth transfers




- contact all relinquishing institutions weekly to ensure all transfers are in good order and handled in a timely manner
- perform various other tasks as requested by management

Requirements:

- excellent communication skills and comfortable on the phone
- ability to multi-task
- effective time management skills
- excellent customer service and telephone skills
- proficiency with computers and computer programs
- knowledge of general office procedures

Job Type:

- full time

Required Education:

- Ontario mutual funds licence is a definite asset and a requirement for this position within 6 months of hiring

To be considered for this role, you must be legally eligible to work in Ontario. Candidates must successfully complete a background screening, which may include both security and financial checks, as part of the selection process.

HR Made EZ supports clients with a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.

Job Types: Full-time, Permanent

Pay: From $50,000.00 per year

Perks:

- Company events

Work Location: In person

📌 Wealth Administrator (Kitchener)
🏢 HR Made EZ
📍 Kitchener