Search the 11 jobs at Nicola Wealth

The Desktop Support Specialist will provide high quality technical support to staff, manage helpdesk tickets, perform installations and configurations, offer Tier 1 troubleshooting, and support for various IT related technical issues. Additional responsibilities include onboarding tasks and after-hours support as needed.

The Wealth Planning Associate provides essential administrative support to Wealth Advisors, managing client reviews, scheduling meetings, preparing materials, performing insurance needs analysis, and ensuring personalized client service. Ongoing learning and development are encouraged for advancing skills in financial services and client relations.

The Operations and Administration Associate at Nicola Wealth will support the Nicola Institutional division by enhancing team effectiveness and managing daily operations. Responsibilities include implementing best practices, managing reports, maintaining technology platforms, conducting market research, and ensuring exceptional client service.

The Desktop Support Specialist provides high-quality technical support to staff, focusing on hardware and software installation, configuration, and Tier 1 troubleshooting, while managing helpdesk tickets and supporting remote users.

The Client Reports Administrator at Nicola Wealth will provide back-office support by preparing and distributing financial reports, managing data from investment firms, calculating management fees, and responding to client inquiries, while ensuring accuracy and compliance with reporting timelines.

The Wealth Planning Associate supports Wealth Advisors in providing financial planning and wealth management services, manages client reviews, prepares meeting materials and investment portfolio analyses, and ensures client needs are met with high-level service. Continuous learning and development are encouraged within this dynamic team.

As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients. Responsibilities include client relationship management, financial planning, risk management, and investment portfolio analysis.

The Manager, Private Wealth - Associates leads and develops a team of Wealth Planning Associates, ensuring exceptional client service and team engagement. Responsibilities include recruitment, performance management, talent development, and operational oversight. The role involves improving processes and handling escalated client service issues in a hybrid work environment.

The Administrative Associate will provide exceptional administrative support to Wealth Advisors and Wealth Planning Associates, ensuring efficient management of tasks, client meetings, and business development efforts. Responsibilities include preparing reports, managing client information in Salesforce, and facilitating communication with clients and team members.

As a Senior Tax Specialist, you will be the primary tax resource for both internal and external stakeholders. You will manage tax matters for proprietary mutual funds and Limited Partnerships, conduct due diligence on investments, prepare tax documents, support tax compliance initiatives, and build relationships with external service providers.

As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients, focusing on estate planning, tax planning, risk management, and investment management. This position offers an opportunity to build relationships and contribute to the growth of the advisory team.