Onboarding Support Coordinator

Richardson Wealth Ltd•Toronto, ON

5d•CA$49,500 - CA$60,500•Hybrid

About The Position

The Onboarding Support Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. As part of the National Sales department, the incumbent will work closely to support the Branch Management teams and other internal operational departments to ensure readiness, smooth arrival, and transitions for all new advisor teams. This is an existing vacancy.

Requirements

Proven experience working with an Investment Advisor or a Branch Management team
Exceptional organizational skills, experience with project and/or event coordination
Technical knowledge and familiarity with standard hardware and software for basic support as needed
Ability to take initiative, prioritize, multitask, and meet tight deadlines
Quick and proactive thinker with innovative problem-solving skills
Positive attitude and white glove service approach with the ability to work with various personality types
Excellent communication skills, verbal and written in English
1 to 3 years of direct retail brokerage/wealth management experience
1 to 3 years of experience with employee onboarding and/or training experience
Knowledge of Wealth Management Operations
Proficiency with Microsoft Office Suite

Nice To Haves

Proficiency in French would be an asset
Knowledge of Dataphile and Maximizer systems would be an asset
Flexibility to travel nationally
Canadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH) would be an asset

Responsibilities

Organize pre-hire due diligence and regulatory licensing documentation of the new Investment Advisor and Team Members for transfer process
Coordinate the licensing documentation between the new team and the Registrations department to ensure activation upon hire
Liaise with Branch Administrators to coordinate technology and on-site requirements for all new recruits and their team members
Provide on-site support at all new team transitions to assist with client communications, documentation preparation, and training
Liaise with the IT group to ensure hardware and software set-up prior to team’s arrival; manage technology issues that may arise during transition
Collaborate with the Operations department to ensure processes and team and client inquiries are addressed quickly
Assist Advisor teams with account opening on Dataphile and preparing new client packages for client delivery, in an accurate and timely manner
Train Advisor teams with internal and external platforms for client account opening and transfer process
Provide teams with introductory technology overview of email, telephone, VPN, computer login, and Jabber (Cisco messaging platform)
Work closely with Branch Management post-onboarding to monitor team progress and provide support as required
Maintain Branch Management onboarding intranet site with process and documentation / tools / resources
Maintain onboarding shared drive with recruit files and documentation
Coordinate and order supplies for upcoming recruits
Other duties as assigned