Procom is pleased to offer an opportunity for a Wealth Operations Analyst in Regina, SK. This hybrid full-time position is ideal for individuals looking to launch their careers in wealth management operations. As a Wealth Operations Analyst, you will play a vital role in client reporting and ensuring a seamless experience for our clients. If you have a keen eye for detail and a passion for data analysis, we would love to hear from you!
Responsibilities
As a Wealth Operations Analyst, your primary responsibilities will include:
- Client Reporting: Generate, validate, and distribute client reports on a monthly, quarterly, annual, and ad-hoc basis, serving as both primary and backup for specific report types.
- Troubleshooting: Troubleshoot all aspects of the client reporting generation process to ensure timely delivery to clients within service level agreements.
- Client Inventory Management: Take ownership of the team’s client inventory review process, ensuring report requirements and recipients are current and that reporting is conducted efficiently.
- Strategic Initiatives: Assist with strategic initiatives, including client reporting automation, system enhancements, and improvements in Assets Under Management (AUM) reporting.
- System Optimization: Optimize the use of client reporting systems and various applications to deliver a seamless experience for clients.
Qualifications
To be considered for this role, candidates should meet the following qualifications:
Mandatory Skills:
- Analyst Experience: Previous experience in an analyst role, demonstrating strong analytical skills.
- Task Management: Ability to prioritize and manage multiple tasks in a complex environment with tight deadlines.
- Problem-Solving: Strong focus and resilience in resolving issues under pressure and in stressful situations.
- Business Understanding: Basic understanding of business logic and workflows in investment management.
- Investment Knowledge: General understanding of investment concepts and investment portfolio data.
- Independence: Ability to work independently with minimal supervision while contributing to the broader team.
- Adaptability: Strong commitment to change, ongoing development, and flexibility in adapting to new challenges.
- Attention to Detail: Excellent attention to detail along with strong analytical, time management, and organizational skills.
- Communication Skills: Excellent verbal and written communication skills.
- Excel Proficiency: Advanced skills in Microsoft Excel.
- Technical Experience: Familiarity with operating within a Microsoft Windows environment, preferably in an office setting.
Preferred Skills:
- Salesforce Experience: Knowledge of Salesforce CRM.
- Adobe InDesign Experience: Familiarity with Adobe InDesign for report formatting and design.
- Reporting Experience: Experience in client and institutional reporting or in the fund/wealth management business.
- Financial Designations: Completion of the Canadian Securities Course (CSC) or enrollment in the Chartered Financial Analyst (CFA) program or other financial industry designation programs.
Benefits
At Procom, we value our employees and strive to create a positive work environment. Here are some benefits you can expect when joining our team:
- Competitive Salary: We offer a salary that reflects your skills and experience.
- Health Benefits: Access to comprehensive health insurance, including medical, dental, and vision coverage.
- Professional Development: Opportunities for training and career advancement to help you grow in your role.
- Work-Life Balance: Enjoy flexible working hours and a generous vacation policy to support your personal life.
Joining Procom means being part of a team that values collaboration, innovation, and continuous growth.
Applying Guide
We are excited that you are interested in applying for the Wealth Operations Analyst position! Here’s how to submit your application:
- Prepare Your Resume: Ensure your resume is current and highlights your relevant skills and experiences.
- Write a Cover Letter: Create a brief cover letter explaining why you are the ideal candidate for this role. Share your enthusiasm for wealth management operations and your analytical abilities.
- Submit Your Application: Send your resume and cover letter. Be sure to include the job title in the subject line.
- Follow Up: After submitting your application, feel free to reach out via email to express your interest and inquire about the status of your application.