Wealth Management Administrator – Toronto
Wealth Management Administrator – Toronto
Owens MacFadyen Group (OMG) is a boutique Wealth Management and Benefits Consulting firm which specializes in the high net worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management and Benefits Consulting that allows our clients to achieve significantly better outcomes.
OMG is committed to its clients and its people. We now have over 80 people in Toronto, Halifax, Saint John & Moncton. We are growing, and we are so proud of our firm. We hope you will be too!
We are seeking a Wealth Management Administrator for our Toronto office located at 1 Adelaide East.
The ideal candidate for this role:
- Is a high performer with high attention to detail
- Someone who takes ownership for outcomes
- Specific functions include: client meeting preparation of documents, completion of post-meeting commitments and investment trades
- Responding to all client service enquiries, as well as those from client’s other professional partners such as accountants and lawyers
- Working in a team environment to ensure best practices and balanced work flow
- Understands and recognizes priorities, deadlines and has a sense of urgency
Desired Skills and Experience:
- Post-Secondary degree/diploma, or an acceptable combination of education and progressively responsible work experience
- Desire to pursue knowledge & growth. Excited to pursue securities and insurance licenses
- Ability to take initiative and a pro-active approach to work
- Strong proficiency in Excel and Word
- Strong oral and written communication skills
- Exceptional planning, organizational and time management skills
- Previous experience in handling confidential or sensitive information with integrity
- Desire to grow and to expand capabilities and responsibilities
Location
- 1 Adelaide East – Toronto
Benefits of working with Owens MacFadyen Group
- Competitive compensation and comprehensive benefits program
- Positive culture where team members are valued and respected
- Support of ongoing professional development throughout career
- Collaborative team environment
- Commitment to and supportive of community involvement
To apply for this opportunity, please send resumes to Christine Hanlon, Chief Operating Officer at