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Financial systems analyst Jobs in Welland, ON

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Financial systems analyst • welland on

Last updated: 9 days ago

Executive Assistant

St-AmourSouth Western Ontario
Permanent

Our client a well-established wealth management firm located in the Niagara Ontario region has partnered with St Amour to hire an Executive Assistant who will report directly to the owner.Join the ... Show more

Office and Finance Manager

Westridge HR412 Enterprise Drive, Welland, ON, USA
Temporary

We are seeking a highly organized and detail-oriented Office Manager to oversee the day-to-day administrative and financial operations of two affiliated companies.This is a hands-on role that combi... Show more

Project Manager - Large Industrial Projects (1 Year Contract)

RexrothWelland, Ontario, Canada
Full-time

The Project Manager will be responsible for planning, execution, monitoring, and close‑out of project activities, ensuring delivery on schedule, within budget, and in compliance with quality and sa... Show more

Data Labeling Specialist: Remote Contract

WorkadaWelland, Ontario, ca
Remote
Full-time

At Workada, we're not just labeling data, we're helping improve the technology people use every day.Our work creates the examples and feedback that make advanced systems more accurate, consistent, ... Show more

 • Promoted

Principal Electrical Engineer

Recruiting In MotionNiagara Region, ON
Full-time

Provide technical leadership throughout the planning, design, and execution of electrical power projects.Develop and review engineering packages, including protection and control designs, station e... Show more

Customer Service Representative - Remote

Tim's FinancialWelland, Ontario
Remote
Full-time

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ... Show more

Customer Experience Associate - Future Opportunities - Niagara Falls/ St. Catharines/ Grimsby/

The Toronto-Dominion Bank (Canada)Port Colborne, Ontario
Part-time

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo... Show more

Registered Practical Nurse

Levante LivingWelland, ON, CA
Full-time
Quick Apply

About Levante Living Our mission at Levante Living is to provide a supportive and caring experience for our residents,  families, and team members.For us, this is more than a job; it’s a... Show more

Data Labeling Specialist: Remote Contract

WorkadaPort Colborne, Ontario, ca
Remote
Full-time

At Workada, we're not just labeling data, we're helping improve the technology people use every day.Our work creates the examples and feedback that make advanced systems more accurate, consistent, ... Show more

 • Promoted

Forklift Operator

Randstad CanadaPort Colborne, Ontario, CA
CA$20.00 hourly
Permanent +1
Quick Apply

Are you an experienced material handler looking to take the next step in your career within the manufacturing & logistics sector? We have an exciting temp-to-hire opportunity for a highly skill... Show more

Resident manager - 2 person team

MetCap Living Management IncFenwick, ON, CA
CA$45,000.00 yearly
Full-time
Quick Apply

We are a growth orientated company with our head office located in Toronto, Ontario and property operations in British Columbia, Ontario, Quebec, Nova Scotia and New Brunswick.In, Resident Manager ... Show more

Property Administrator

Tribe Management incWelland, ON, CA
Full-time
Quick Apply

The DMS Group, Division of Tribe Management Inc.Property Administrator  to join our team in Welland.The Property Administrator works under the direction of the Regional  Manager to overse... Show more

Project & Control Engineer/Officer

Ontario Power GenerationNiagara, ON, CA
Full-time

Niagara Parkway, Niagara-on-the-Lake ON.Electrify your career and help build a brighter tomorrow.Every generation has a challenge that defines them.At OPG, we are calling on all innovators, disrupt... Show more

Financial Solutions Specialist

PenFinancial Credit UnionWelland, Ontario, Canada
CA$56,340.00 yearly
Full-time

Provide exceptional brand experiences for our members or a prospecting Member by delivering value-added service to members including loans, mortgages, registered and non-registered investment produ... Show more

Project Coordinator - Mobile Systems

Waterford ExecutiveWelland, ON, Canada
Full-time +1

Responsible for coordinating project execution and order management for mobile systems projects ensuring alignment across engineering, purchasing, production, quality, and sales.Workflow governance... Show more

Project Manager - Large Industrial Projects (1 Year Contract)

Bosch RexrothWelland, ON, Canada
Full-time +1

Company Description* Our drive and control technologies ensure efficient, powerful and safe movement in machines and systems of any size.We inspire our customers with intelligent components, tailo... Show more

Retail Warehouse & Production Associate

Savers / Value VillageWelland, ON, CA
CA$17.60 hourly
Full-time +1

Job Title: Retail Warehouse & Production Associate .Applications are accepted on an ongoing basis to fill new positions and openings as they become available.As one of the largest for-profit thrift... Show more

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Executive Assistant

Executive Assistant

St-AmourSouth Western Ontario
30+ days ago
Job type
  • Permanent
Job description

Job description :

Our client a well-established wealth management firm located in the Niagara Ontario region has partnered with St Amour to hire an Executive Assistant who will report directly to the owner.

About the Role

Join the team and play a key role in supporting advisors through client service, account management, and administrative excellence. If you are detail-oriented, highly organized, and thrive in a fast-paced financial services environment.

Key Accountabilities:

Client Support:

  • Act as the first point of contact for clients — answering questions and addressing service needs
  • Assist with account maintenance: updating client information, processing requests, executing transactions
  • Schedule and coordinate client meetings, preparing necessary documentation and reports
  • Respond promptly to client inquiries via phone, email, or in-person

Administrative Tasks:

  • Manage the advisor's calendar including client appointments and conference calls
  • Handle and prioritize incoming correspondence, distributing to appropriate team members
  • Maintain accurate client records in CRM systems in compliance with regulatory requirements
  • Prepare client reports, statements, and presentations for meetings

Compliance & Documentation:

  • Ensure all documentation is properly filled out, signed, and filed to regulatory standards
  • Stay updated on regulatory changes and work with compliance to ensure adherence
  • Assist in preparing for audits and regulatory reviews

Account Management:

  • Process account openings, transfers, NAAFs, and updates
  • Handle trade order submissions under the direction of the Investment Advisor
  • Monitor account activities for timely and accurate execution (EFT, cheque requests, PAC/SWP setup)
  • In-kind and in-cash transfers; add client banking information to systems

Financial Planning Support:

  • Support the advisor in developing financial plans, portfolio reviews, and investment proposals
  • Gather and organize financial data and research for advisor review
  • Prepare investment reports and analysis for clients

Office & Operational Support:

  • Maintain daily filing, shred personal information, send branch correspondence
  • Track and maintain petty cash; process bank deposits
  • Oversee office inventory, supplies, and mail/courier distribution
  • Schedule and coordinate Lunch & Learns for the branch
  • Serve as liaison for vendors

Skills and qualifications :

Education & Licensing:

  • Undergraduate degree strongly preferred
  • Completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) — required
  • Current registration as an Investment Representative (IR) is an asset
  • Minimum 1.5–3 years of experience in a similar financial services role

Skills & Competencies:

  • Expert proficiency in Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint)
  • CRM / Salesforce and Power BI experience is an asset
  • Strong knowledge of investment products, compliance rules, and trade processing
  • Exceptional organizational and time management skills
  • Excellent verbal and written communication skills
  • Discretion and integrity when handling sensitive client information
  • Proven ability to work collaboratively in a team environment
  • Familiar with Fidelity Clearing Canada – Unified, U-Direct, U-Open, etc.