Publié il y a 7 jours
Managed Accounts Analyst
@ Richardson Wealth Ltd
Toronto, Ontario
En bref
Richardson Wealth Ltd is hiring a Managed Accounts Analyst to handle account data management and trading operations for its Managed Accounts group, reporting to the Manager of Managed Accounts. The work covers implementing model changes, reconciling custodial and trading data, and supporting advisors and daily service requests. The posting states a base salary of $60,000 to $70,000, a performance-based incentive plan, and health, dental, RRSP matching and paid time off.
Responsabilités :
- Implement model changes from advisors and sub-advisors
- Reconcile custodial and trading platform data
- Process debits, FX conversions and service requests
- Conduct post-trade reviews and audit holdings against model weights
- Provide first-point advisor support and escalate issues
Résumé des exigences :
- 1 to 3 years in an SMA or UMA program
- Strong service orientation
- Proficiency in Microsoft Office Suite
- Experience with Envestnet is an asset
- Strong attention to detail and accuracy
- Ability to work under time constraints
Outils et compétences
Source et dates
Site carrière / système de candidatures · dayforce-feed
- Date publiée par l’employeur
- 2026-11-02
- Première détection par notre source
- 2026-11-03
- Mise à jour du dossier source
- 2026-11-03
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Opérations |
| Expérience | 1 an(s) et plus |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | Investment Representative |
| Formation | Baccalauréat (préféré) |
| Domaines d’études | Math, Business, Computer Science |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Richardson Wealth Ltd
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
The next generation of wealth.™
Description complète de l’entreprise
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
- Abonnés LinkedIn
- 42 103
- Personnes associées sur LinkedIn
- 932
- Bureaux déclarés
- 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
- Catégories d’activité
- Wealth Management
- Finance
- Consulting
- FinTech
- Financial Services
- Autres noms enregistrés
- Richardson Wealth Ltd
- Richardson Wealth
- Spécialités
- Wealth management
- Wealth strategies
- Tax strategies
- Business succession
- Financial planning
- Estate planning
- Family Office
- Investment management
- Portfolio management
- Alternative investing
- Insurance
- Wealth transfer
- Legacy planning
- and Philanthropy planning
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 501-1,000 employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Privately Held |
| Spécialités | Wealth managementWealth strategiesTax strategiesBusiness successionFinancial planningEstate planningFamily OfficeInvestment managementPortfolio managementAlternative investing |
| Offres sur Jobsy | 36 |
| Voir la page |
Who We Are:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints.
This is an existing vacancy
Duties and Responsibilities
- Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub-advisors
- Data Reconciliation & Reporting: Managing data transmission workflows, identifying and resolving discrepancies between custodial systems and the trading platform, ensure timely resolution
- Account Management Support: Assisting with daily service requests, clearing debits, and processing FX conversions.
- Compliance & Risk Oversight: Conducting post-trade review and auditing client holdings against model weights.
- Advisor Team Support: Monitoring incoming inquiries, providing first-point troubleshooting, and escalating unresolved issues as needed.
- Other Duties: perform additional duties as assigned
Qualifications
- 1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) program.
- Strong service orientation, demonstrated through professional client interactions and high-quality service delivery.
- Experience with portfolio management tools or Envestnet is an asset.
- Proficiency in Microsoft Office Suite.
- Ability to work independently with minimal supervision.
- Strong attention to detail and accuracy.
- Excellent organizational, interpersonal, written, and verbal communication skills.
- Ability to perform effectively under time constraints and high-volume workloads.
- Flexible, proactive, and a strong team player.
Education
- Investment Representatives Licensed preferred
- An undergraduate degree in Math, Business or Computer Science preferred
The expected annualized base salary range for this role is $60,000-$70,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
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