About Nicola Wealth:
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 99% 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!
About the Team:
The Client Operations Division prides itself on doing exceptional, detail-oriented work, to support the needs of our high-net-worth clients through our esteemed colleagues. The team is made up of professionals who care deeply about doing good, accurate, and client-focused work that instills confidence and trust in our colleagues and clients.
Purpose of the Role:
Our Client Reporting Team provides exceptional service to our high-net-worth clients. In this role, you are a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills in order to provide a high level of administrative service to our clients. The focus of this role is on supporting our Client Reporting team members in fulfilling client requests and maintaining client data. This role will also have opportunities to work on projects as they arise. This is a great opportunity to gain exposure to the inner workings of a wealth management organization and be a valued member of our close-knit client reporting team.
This will be an 8-month co-op work term starting in September. The location will be a hybrid of work from home and an in-office environment at our Vancouver office.
Core 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.
Documentation of software malfunctions and unexpected problems with reports.
Required Skills & Qualifications:
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.
Excellent communication skills in English (both written and verbal), exceptional attention to detail, and ability to work both independently and collaboratively.
Compensation & Benefits Package:
Our co-op positions offer a competitive market salary of $26 per hour, along with additional benefits.
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. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
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 accessibility@nicolawealth.com 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!
