The mission of triOS Education Group through triOS College Business Technology Healthcare and Eastern College is to help students become job-ready graduates. triOS Education Group operates 9 triOS College Business Technology Healthcare campuses across Ontario and 4 Eastern College campuses in Atlantic Canada focusing on providing practical hands-on training in-person, online and hybrid delivery models based on student choice which enables students to be successful in their chosen careers. The program curriculum is extremely comprehensive and is uniquely developed with input from industry leaders to provide the highest quality education and practical hands-on experience enabling a quick career progression for graduates. Canadian-owned and operated, triOS Education Group is proud to be recognized as one of Canada’s Best Managed Companies for fifteen years. triOS has been awarded the Platinum designation for redefining post-secondary education by listening to students and employer needs to deliver effective results. Since 1992, triOS College and Eastern College have prepared over 80,000 job-ready graduates for rewarding careers.

<h3>Job description</h3>Account Administrator – Wealth Management – Toronto, ON A leading investment management firm with over $6B in assets under management is hiring an Account Administrator to join their team. Renowned for delivering tailored wealth management and investment strategies to high-net-worth individuals and families, this firm continues to grow rapidly. The Account Administrator will be part of a team providing administrative support and client administration for both a wealth management firm and a division of the firm. This role will report to the Chief Operating Officer. This is an exciting opportunity for a motivated professional to make a direct impact in a fast-evolving, growth-oriented environment. Responsibilities CRM &amp; Client Data Management• Maintain accurate client records in Harmony and Salesforce, including updates to addresses, banking, and beneficiaries.• Complete daily mapping of newly opened accounts and ensure data consistency with custodians. Account Opening &amp; Transfers• Manage the full account opening process for new and existing clients, ensuring timely completion and issue resolution.• Handle asset transfers end-to-end with strong attention to detail, liaising with custodians (NBIN) and external institutions.• Build and maintain relationships with brokers, banks, and other financial partners. Client Support &amp; Portal Assistance• Provide professional client support via phone and email, guiding users through the client portal and resolving technical issues.• Escalate complex cases appropriately and maintain thorough records of all client interactions. Additional Responsibilities• Prepare corporate tax packages and assist with quarterly statement mailings.• Provide coverage for the Portfolio Administrator and Front Office as needed.• Support various operational and administrative projects as assigned. Skills &amp; Qualifications• Post-secondary education or equivalent experience.• Canadian Securities Course (CSC) completion preferred.• Minimum 2 years’ experience in an administrative, client-facing role; financial services experience an asset.• Strong verbal and written communication skills with a professional, client-focused demeanor.• Exceptional attention to detail, organization, and ability to manage multiple priorities.• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).• Experience with Harmony, Salesforce, and NBIN custodian platforms considered an asset. What We Offer:• Competitive compensation package including base salary and bonus• Opportunity to join a high-growth investment firm with a collaborative, high-performing culture• Commitment to career development and continuous learning• Flexible hybrid work model to support work-life balance with office in downtown Toronto

Account Administrator - Wealth Management is no longer accepting applications.