Elite Complex Accounts & Estate Specialist

Richardson Wealth; Toronto; On-site; CAD 84,000 - 100,000; Full time

Benefits offered by this job

Performance-based incentive plan

Comprehensive health & dental benefits

Group RRSP matching plan

Paid time off

Job summary

A leading wealth management firm in Toronto seeks a Complex Account & Estate Service Specialist to support Investment Advisors with complex account management. This role requires strong analytical skills, regulatory knowledge, and experience in wealth management. Responsibilities include acting as a central contact for inquiries, providing documentation support, and collaborating with internal teams to enhance service efficiency. A competitive salary and comprehensive benefits are offered.

Qualifications

• In-depth knowledge of regulatory requirements for client documentation.
• Proven experience in account opening within wealth management.
• Strong understanding of complex account and estate processes.

Responsibilities

• Act as central contact for complex account inquiries.
• Provide support and documentation on account openings.
• Collaborate with internal teams to resolve account issues.

Skills

Regulatory requirements (KYC/AML/QI/FATCA/CRS)

Relationship management

Analytical skills

Time management

Understanding of complex account management

Education

Post secondary education

Tools

Microsoft Office Suite

Job description

A leading wealth management firm in Toronto seeks a Complex Account & Estate Service Specialist to support Investment Advisors with complex account management. This role requires strong analytical skills, regulatory knowledge, and experience in wealth management. Responsibilities include acting as a central contact for inquiries, providing documentation support, and collaborating with internal teams to enhance service efficiency. A competitive salary and comprehensive benefits are offered.