Private Client Investment Administrator
$30,000–$35,000 year
On-siteBryanston, Ontario, Canada
Job Summary
Execute complete client onboarding processes, maintenance tasks, and ongoing administration on broking platforms and linked investment service providers. Process investment additions, recurring contributions, and withdrawal requests across various product structures, including Retirement Annuities. Act as the dedicated operational contact person for private clients to address day-to-day queries and resolve administrative matters promptly. Compile and distribute periodic client reporting packs, including monthly portfolio statements, ad-hoc report requests, and annual tax packs. Prepare client feedback presentations and documentation packs to support ongoing client review meetings. Maintain routine FSP administrative compliance records, keep statutory registers updated, and enforce FICA requirements. Work full-time on site in Bryanston from 08:00 to 17:00.
Required Qualifications
- Proven experience within the private client investment or wealth management sector
- Demonstrable working knowledge of investment reporting frameworks and operational administrative processes
- Practical familiarity with processing transactions on linked investment service provider (LISP) platforms
- Experience executing client onboarding and managing statutory FICA compliance documentation
- Ability to work full-time on site in Bryanston from 08:00 to 17:00
- Investec platform
- Glacier platform
Desired Qualifications
- Direct experience working within a stockbroking environment
- Exposure to processing client transactions on the Investec platform or Glacier platform
- Experience with website maintenance support and client invoicing
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