Manage investment account operations in North York using Microsoft Office, DocuSign, CRM, and portfolio management systems.

As an Account Administrator and Client Service Representative, you will learn and operate systems supporting onboarding, account administration, reporting, and management fees. The work includes client information changes, money movement, account performance inquiries, and account corrections. You will also uphold compliance, security, and the Firm's Code of Conduct and Ethics.

Key Responsibilities:
Operate business systems and account administration procedures
Oversee account corrections, reconciliations, and performance inquiries
Process money movement, transfers, and client information changes
Manage provider relationships and participate in special projects




Escalate issues and share information within the team

Requirements:
Three-plus years with Canadian wealth management or brokerage firms
Comprehensive investment account structure and compliance knowledge
Experience with securities brokerage operations
Proficiency in Microsoft Office, CRM, portfolio, and billing systems
DocuSign proficiency; Excel and NBIN experience are assets

Use investment operations knowledge, system proficiency, and compliance awareness to support accurate client account administration.
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📌 Investment Operations Account Administrator Toronto
🏢 QWealth Partnership
📍 Toronto