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 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!

Purpose of the Role:: The Client Service Associate, Estates Administrator provides expertise, guidance, and a high level of administrative support to our Private Wealth Team as they work directly with our clients who are going through estate settlements.  This role manages end-to-end workflow to facilitate a smooth and client-centric settlement process making a meaningful impact to clients during one of the most difficult times in their life.

This is a hybrid role based in our Toronto or Vancouver offices. Core Responsibilities:

• Review client holdings in investment accounts and determine requirements to settle estates and death claims.
• Liaise with investment custodians and insurance carriers to disburse funds, prepare account applications, transfer documentation, and other related forms when necessary.
• Communicate with executors and clients directly to facilitate the execution of settlement.
• Provide support and guidance to navigate the estate settlement process, proactively escalating where necessary to ensure strict adherence to SLAs.
• Provide support to Advisory Services Team and process beneficiary change requests and POA updates as needed.
• Collaborate with Private Wealth team to provide expertise and create a seamless client experience.

Required Skills & Qualifications:

• 5+ years of related experience.
• Undergraduate degree or related financial services designation is an asset.
• A strong understanding of registered plans in relation to the estate settlement process.
• Experience processing beneficiary changes and setting up POAs on client accounts.
• Basic knowledge of common law in relation to estates and wills.
• STEP CETA course or willingness to enroll.
• Proficiency with MS Outlook, Excel, Word, PowerPoint and Teams and experience with a CRM database.

Compensation & Benefits Package:

This position comes with a base salary range of $51,000 - $65,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

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 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!