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About the Role
The incumbent will be responsible for account data management and trading operations within the Managed Accounts group, requiring a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints.
Responsibilities
- Implementing model changes from Investment Advisors and third-party sub-advisors
- Managing data transmission workflows, identifying and resolving discrepancies between custodial systems and the trading platform, and ensuring timely resolution
- Assisting with daily service requests, clearing debits, and processing FX conversions
- Conducting post-trade review and auditing client holdings against model weights
- Monitoring incoming inquiries, providing first-point troubleshooting, and escalating unresolved issues as needed
- Perform additional duties as assigned
Requirements
- 1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) program
- Strong service orientation, demonstrated through professional client interactions and high-quality service delivery
- Experience with portfolio management tools or Envestnet is an asset
- Proficiency in Microsoft Office Suite
- Ability to work independently with minimal supervision
- Strong attention to detail and accuracy
- Excellent organizational, interpersonal, written, and verbal communication skills
- Ability to perform effectively under time constraints and high-volume workloads
- Flexible, proactive, and a strong team player
Skills
- Microsoft Office Suite
- Organizational skills
- Interpersonal skills
- Written communication skills
- Verbal communication skills
- Client service
Location
- Canada
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- Undergraduate degree in Math, Business or Computer Science preferred
- Investment Representatives Licensed preferred
Salary/Compensations
- $60,000-$70,000
Benefits
- Performance-based incentive plan
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off
About the Company
- Richardson Wealth is a leading Canadian wealth management organization offering the personal touch of a boutique firm with significant results.
- The firm is home to top Canadian investment advisors and is undergoing a multi-year transformation to enhance its entrepreneurial, high-performing, advisor-centric culture.
- Our employees are exceptional, combining in-depth expertise with enthusiasm and empathy, focused on ensuring our people thrive.
Equal Opportunity
- Richardson Wealth is an equal opportunity employer committed to providing a diverse, equitable and inclusive environment.
- The firm will accommodate individual needs in accordance with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.
- Candidates may request accommodation at any point during the interview process.