Licensed Administrative Associate — Wealth Management

The Burke Group: Human Resources Specialists; St. Catharines; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation

Paid time off

Ongoing learning opportunities

Job summary

The Burke Group represents a well-established wealth management practice in the Niagara Region seeking a Licensed Administrative Associate to join its growing team. You will support Investment Advisors with client service, account administration, and operational tasks.

The ideal candidate is highly organized, professional, proactive, and experienced in financial services. CSC and CPH certifications are required, with proficiency in Microsoft Office and CRM systems.

Qualifications

• CSC and CPH completion required.
• Experience in financial services or wealth management.
• Strong understanding of investment products and compliance.
• Excellent organizational and client service skills.

Responsibilities

• Serve as primary contact for clients and provide exceptional service.
• Coordinate meetings, calendars, and prepare client documentation.
• Process account openings, transfers, and trade submissions.
• Maintain client records and ensure compliance documentation.
• Support planning initiatives and portfolio reviews.
• Assist with branch operations and admin tasks.

Skills

Client service

Organizational skills

Communication skills

Proactive attitude

Attention to detail

Education

CSC & CPH certifications

Tools

Microsoft Office

CRM/Salesforce

Job description

The Burke Group represents a well-established wealth management practice in the Niagara Region seeking a Licensed Administrative Associate to join its growing team. You will support Investment Advisors with client service, account administration, and operational tasks.

The ideal candidate is highly organized, professional, proactive, and experienced in financial services. CSC and CPH certifications are required, with proficiency in Microsoft Office and CRM systems.