Wealth Management Reporting Coordinator Role

Join the Wealth Management team as a Reporting Coordinator. This role focuses on administrative support and data processing for client reports in a professional and client-centric environment.
We are seeking a Reporting Coordinator with over two years of experience in the wealth or financial planning sector. Your responsibilities involve coordinating the financial planning and reporting processes while ensuring data accuracy and integrity. You will play a crucial role in preparing reports, managing meetings, and supporting ad-hoc projects within the Financial Planning team.
Key Responsibilities:
• Assist Financial Planning team with administrative tasks
• Coordinate financial planning and reporting processes
• Process and enter client data in reports
• Ensure timely preparation of consolidated reports
• Track RRSP, RESP, and TFSA accounts
Requirements:
• 2+ years in wealth or financial planning industry
• Degree or diploma in a relevant field
• Strong a...