Search the 11 jobs at Nicola Wealth

The Senior Fund Accountant will oversee fund administration for mutual funds and limited partnerships, manage financial statement audits, ensure tax compliance, and strengthen relationships with external service providers. Responsibilities also include reviewing NAVs, income/expense accruals, and assisting in new fund launches.

The Receptionist/Office Coordinator will be responsible for providing exceptional service to high-profile clients, managing the reception area, answering calls, sorting mail, managing office supplies, and supporting meeting room logistics. The role requires strong client service skills and a proactive approach to problem-solving.

As a Wealth Advisor at Nicola Wealth, you provide comprehensive wealth planning and investment management solutions. Your role includes developing client relationships, delivering exceptional client service, conducting ongoing analyses for portfolio design and risk management, and ensuring compliance with regulatory standards. You'll also collaborate with internal teams and enhance your expertise through continuous education.

As a Portfolio Administrator, you will provide back-office support related to trade processing for investment products. Your role involves monitoring custom programs, reviewing recommendations, entering trades, ensuring trade accuracy, and assisting in compliance and project-related tasks.

The Wealth Planning Associate supports Wealth Advisors by managing client reviews, scheduling meetings, preparing documentation, and executing client requests. The role focuses on providing high-quality financial planning and client service, while also allowing for continuous professional development in the financial services sector.

The Operations and Administration Associate will provide operational support to the Nicola Institutional division, managing day-to-day operations, enhancing team effectiveness, and ensuring an optimal client experience. Responsibilities include implementing best practices, managing records, conducting market research, and preparing client materials.

The Wealth Advisor at Nicola Wealth is responsible for providing comprehensive wealth planning and investment management solutions for clients. This role involves building and maintaining client relationships, delivering tailored financial services, and ensuring all client information is up to date. Advisors will collaborate with a team and enhance their expertise through continuous personal development.

The Manager, Private Wealth - Associates will lead and develop a team of Wealth Planning Associates, ensuring exceptional client service and engagement. Responsibilities include recruitment, performance management, talent development, and operational oversight. The role emphasizes collaboration with stakeholders and continuous improvement of processes, while handling escalated client issues and managing team resources.

The Senior Tax Specialist will serve as the primary tax resource for internal and external stakeholders, manage tax due diligence, complete tax documents, perform tax research, and ensure compliance with tax regulations for proprietary mutual funds and Limited Partnerships. This role requires building relationships with external service providers and maintaining key internal controls regarding tax.

As an Administrative Associate in the Private Wealth Division, you will provide crucial support to Wealth Advisors and Planning Associates. Your role includes managing client meetings, coordinating communication, processing onboarding requests, and assisting with financial practice management to foster growth and enhance client experiences.

As a Wealth Planning Associate, you will support Wealth Advisors in delivering financial planning and strategic wealth management services. Your responsibilities include managing client reviews, preparing investment analyses, handling client requests, and engaging in ongoing professional development. Exceptional administrative support and client service are key aspects of the role.