Wealth Management Coordinator
About the role
The ideal candidate enjoys creating order from complexity, takes pride in producing accurate work, and is someone others naturally trust to ensure important details never fall through the cracks.
Required Qualifications & Skills
Minimum 4 years of administrative or client service experience, preferably in financial services, banking, legal, insurance, accounting, or another detail-oriented professional environment. College diploma or university degree in Business, Administration, Finance, or a related field is preferred. Exceptional attention to detail with a proven ability to produce accurate, high-quality work. Excellent verbal and written communication skills, with a professional and client-focused approach. Strong organizational and time management skills with the ability to manage multiple priorities and deadlines simultaneously. Demonstrated ability to work independently, think critically, and solve problems with minimal supervision. Highly resourceful with a proactive mindset and a willingness to take ownership of responsibilities. Strong interpersonal skills and the ability to build positive relationships with clients and team members. Proficiency in Microsoft Office, particularly Outlook, Excel, and Word. Comfortable learning new technology and working within multiple software systems. High degree of professionalism, discretion, and integrity when handling confidential client information. Ability to thrive in a fast-paced environment where priorities can shift and accuracy is essential.
Not the right fit? Search for Wealth Management Coordinator jobs in Waterloo, Ontario, Canada
About Young Financial Group Inc.
For over 40 years, Young Financial Group has been providing independent financial advice to individuals, families and businesses. Our personalized approach to wealth management ensures that we understand our clients' unique and evolving needs; allowing us to provide them with a holistic financial plan, tailored to achieve their goals. We offer a wide range of financial products and services, providing you with the confidence to live your life comfortably and build more than just your wealth.
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Wealth Management Coordinator
About the role
The ideal candidate enjoys creating order from complexity, takes pride in producing accurate work, and is someone others naturally trust to ensure important details never fall through the cracks.
Required Qualifications & Skills
Minimum 4 years of administrative or client service experience, preferably in financial services, banking, legal, insurance, accounting, or another detail-oriented professional environment. College diploma or university degree in Business, Administration, Finance, or a related field is preferred. Exceptional attention to detail with a proven ability to produce accurate, high-quality work. Excellent verbal and written communication skills, with a professional and client-focused approach. Strong organizational and time management skills with the ability to manage multiple priorities and deadlines simultaneously. Demonstrated ability to work independently, think critically, and solve problems with minimal supervision. Highly resourceful with a proactive mindset and a willingness to take ownership of responsibilities. Strong interpersonal skills and the ability to build positive relationships with clients and team members. Proficiency in Microsoft Office, particularly Outlook, Excel, and Word. Comfortable learning new technology and working within multiple software systems. High degree of professionalism, discretion, and integrity when handling confidential client information. Ability to thrive in a fast-paced environment where priorities can shift and accuracy is essential.
Not the right fit? Search for Wealth Management Coordinator jobs in Waterloo, Ontario, Canada
About Young Financial Group Inc.
For over 40 years, Young Financial Group has been providing independent financial advice to individuals, families and businesses. Our personalized approach to wealth management ensures that we understand our clients' unique and evolving needs; allowing us to provide them with a holistic financial plan, tailored to achieve their goals. We offer a wide range of financial products and services, providing you with the confidence to live your life comfortably and build more than just your wealth.