Estate & Client Operations Associate

Nicola Wealth; Toronto; On-site; CAD 51,000 - 65,000; Full time

Benefits offered by this job

Profit sharing program

RRSP contribution

Share ownership program

Job summary

Nicola Wealth is seeking a Client Operations Associate to support Estate and Client Operations teams, delivering accurate administrative, transactional, and processing support for New Accounts, Client Services, Client Reporting, and Estates. You will coordinate with custodians, prepare documents, maintain client records in Salesforce, and help ensure a seamless client experience for high-net-worth clients.

The role offers growth in wealth management operations and a collaborative, values-driven

Qualifications

• 1–3 years of experience in financial services or client service.
• Experience in wealth management or transaction processing is a plus.
• Knowledge of Canadian investment account types is an asset.
• Excellent written and verbal communication skills.
• Strong organizational and administrative abilities with attention to detail.
• Proficiency with Microsoft Outlook, Excel, Word.
• Experience with Salesforce is an asset.
• Ability to manage multiple priorities in a fast-paced environment.
• Post-secondary education in business or finance is preferred.
• CSC or other industry certification is an asset.

Responsibilities

• Provide administrative and transactional support across Client Operations, including New Accounts, Client Services, Client Reporting, and Estates.
• Prepare and process client documentation and account maintenance requests.
• Coordinate transactions with custodian platforms, ensuring accuracy.
• Liaise with custodians and internal stakeholders to resolve inquiries.
• Support estate settlements with settlement docs, transfers, and disbursement tracking.
• Maintain client records in Salesforce and other systems.
• Collaborate with teams to ensure consistent client experience.
• Contribute to process improvements and deepen wealth management knowledge.

Skills

Organizational skills

Attention to detail

Communication skills

Team-oriented

Education

Post-secondary education in business/finance

Canadian Securities Course (CSC)

Tools

Microsoft Outlook

Excel

Word

Salesforce

Job description

Nicola Wealth is seeking a Client Operations Associate to support Estate and Client Operations teams, delivering accurate administrative, transactional, and processing support for New Accounts, Client Services, Client Reporting, and Estates. You will coordinate with custodians, prepare documents, maintain client records in Salesforce, and help ensure a seamless client experience for high-net-worth clients.

The role offers growth in wealth management operations and a collaborative, values-driven