Manage investment account data and trading operations at Richardson Wealth, using market knowledge, reconciliation skills, and careful attention to detail.Reporting to the Manager of Managed Accounts, this analyst supports daily operations within the Managed Accounts group. The work includes model implementation, data workflows, service requests, and post-trade oversight. Success requires client-service focus and accuracy.Key Responsibilities:Implement model changes from Investment Advisors and sub-advisorsManage data transmission workflows and reconcile discrepanciesProcess service requests, debits, and foreign exchange conversionsAudit client holdings against model weights after tradingMonitor inquiries, troubleshoot issues, and escalate unresolved mattersRequirements:One to three years in an SMA or UMA programStrong service orientation and qualified client interactionsPortfolio management tools or Envestnet experience is an assetMicrosoft Office Suite proficiency and strong organizational skillsAbility to work independently under time constraintsApply your managed accounts experience, trading knowledge, and reconciliation accuracy to support Richardson Wealth advisors and clients.

📌 Managed Accounts Trading Analyst (Toronto)
🏢 Richardson Wealth
📍 Toronto