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About the Role

As a member of the Client Reporting Team, you will provide a high level of administrative service to clients, support team members in fulfilling client requests, and maintain client data. This role offers exposure to wealth management operations and project involvement.

Responsibilities

• Prepare and distribute system-generated reports (investment performance and taxable income).
• Liaise with external investment firms and custodians for product-related data.
• Generate managed reports for internal teams and review them for accuracy and completeness.
• Calculate management fees and process adjustments to fee charges.
• Match internal account transfers and switches between share classes.
• Collect and distribute tax slips and upload them to client and accountant portals.
• Manage historical data including fund distribution tax breakdowns and foreign exchange rates.
• Monitor team inbox and respond to tax and investment queries from the advisory services team.
• Document software malfunctions and unexpected problems with reports.
• Assist with projects to improve client service.
• Collaborate with internal teams to ensure strict adherence to reporting timelines.
• Monitor industry trends including best practices in reporting and compliance requirements.

Requirements

• Currently enrolled in 3rd or 4th year of studies in a post-secondary degree or diploma in Finance, Economics or Business.
• Customer service or client relations experience.
• Proficiency in MS Office including MS word, excel, PowerPoint.
• Experience in the financial services industry considered an asset.
• Interest in the financial services industry.
• Strong customer service skills.
• Exceptional attention to detail.
• Excellent communication skills in English (both written and verbal).
• A self-starter with the ability to take initiative and think critically to seek out information and solutions independently.
• Experience working independently, as well as in partnership with other team members.
• Ability to work in a dynamic and fast-paced, entrepreneurial environment requiring strong organization, time management and prioritization skills with the confidence to adapt to change as necessary.

Skills

• MS Office
• MS Word
• MS Excel
• MS PowerPoint
• Customer service
• Client relations
• Financial services industry
• English communication (written and verbal)
• Attention to detail
• Initiative
• Critical thinking
• Independent work
• Teamwork
• Organization
• Time management
• Prioritization
• Adaptability

Location

• Vancouver
• Toronto

Work Type

• Hybrid
• Co-op term

Experience Level

• 8-month co-op term

Education Level

• Post-secondary degree or diploma in Finance, Economics or Business

Salary/Compensations

• $26/hour

Benefits

• Profit sharing
• Benefit programs
• Share ownership program

About the Company

• Nicola Wealth is a national leader in wealth management, known for its sophisticated financial planning, diversified private investment funds, high client retention rate, and award-winning culture.
• Recognized as a Best Managed Company and one of Canada’s Top Employers, the firm is dedicated to upholding its values during significant growth.
• The company fosters a collaborative, creative, and entrepreneurial environment where employees can make an impact and build rewarding careers.
• Nicola Wealth is passionate about its business, culture, and investing in employee growth and development.

Equal Opportunity

• Inclusive, equal opportunity employer.
• Provides reasonable accommodation during the recruitment process.