We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
The Portfolio Administrator provides accurate and timely back-office support for all investment products involved in end-to-end trade processing. As a member of the Portfolio Administration team, this role leverages strong attention to detail, analytical skills, and a collaborative mindset to deliver operational excellence and support the firm’s commitment to exceptional client service.
Core Responsibilities:- Monitor custom programs daily for new Portfolio Management recommendations and input trades into trade ticket systems.
- Review Portfolio Manager recommendations and ensure accurate, timely trade execution and settlement.
- Identify issues, assist in determining corrective actions, and support compliance requirements.
- Scan and update Portfolio Management recommendation documents for the trading group.
- Collaborate with Planning and Project teams to meet objectives and support ongoing projects.
- Stay abreast of industry trends and proactively seek opportunities to improve processes and solutions.
- Support the team with other duties as assigned, adapting to changing business priorities.
- Post-secondary education or related experience in finance or investment administration.
- Minimum two years of back-office experience in financial services.
- High accuracy rate in data entry and strong attention to detail.
- Analytical and mathematical ability.
- Excellent interpersonal and communication skills (written and verbal).
- High degree of professionalism and maturity.
- Ability to take direction, accept responsibility, and manage multiple tasks.
- Strong time management skills and ability to prioritize effectively.
This position comes with a competitive base salary hiring range of $58,000-$64,000, dependent on experience, skills, qualifications and internal equity
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
This role is a current vacancy within Nicola Wealth.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
Skills Required
- Post-secondary education or related experience in finance or investment administration
- Minimum two years of back-office experience in financial services
- High accuracy rate in data entry and strong attention to detail
- Analytical and mathematical ability
- Excellent written and verbal interpersonal and communication skills
- High degree of professionalism and maturity
- Ability to take direction, accept responsibility, and manage multiple tasks
- Strong time management skills and ability to prioritize effectively
What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
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