Job Type: Full-time, long-term contractor
Workplace: Remote
Schedule: Full-time, aligned with U.S. business hours (Pacific Time Zone)
Compensation: $2000 - $ 3500 USD
Join a boutique wealth management firm as a client-facing specialist supporting advisors and operations. Handle client inquiries, account administration, and custodial processes with Charles Schwab and Fidelity. Serve as primary contact for service requests while maintaining compliance standards. Work in a collaborative, high-touch environment with engaged clients. Ideal for candidates with financial planning or RIA experience.
A boutique, high-touch wealth management firm delivering personalized financial advisory services with a focus on exceptional client experience.
We seek a detail-oriented professional with exceptional communication and organizational skills who thrives in fast-paced, service-oriented environments. The ideal candidate demonstrates strong problem-solving abilities and can independently resolve client and operational issues while effectively communicating with advisors, custodians, and internal stakeholders.
• Serve as primary contact for client service and operational inquiries, answering questions regarding accounts, paperwork, and custodial processes
• Process and manage account openings, transfers, maintenance requests, and cash movements to ensure seamless client experience
• Support financial advisors with account administration and client follow-up to enhance service delivery
• Liaise with custodians to resolve issues efficiently and maintain operational excellence
• Maintain accurate records and ensure compliance standards are met while providing polished, professional client service
• Access to a $200k+ perk marketplace with instant discounts on 150+ services
• Access up to 50% of approved earnings before payday (no credit checks or fees)
• On-time, in-currency pay
Remote Client Operations Specialist - Remote • Hamilton, Ontario
A remote work company is seeking a Data Entry Operator to join the team.This role involves entering data from source documents, ensuring accuracy while maintaining a professional work environment.T... Show more
Administrative Office Support Assistant - Remote.We are currently seeking organized and dependable individuals for an entry-level.Administrative Support Assistant.This role is best suited to candid... Show more
Discover The System Surveoo That's Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earning No... Show more
Associate, Business Analyst, Operations (L2).L3HARRIS WESCAM Manufacturing/Repair Operations team is looking for a new member to drive the development and delivery of process and technical solution... Show more
Our Substations & Renewables group is currently looking to add.Equipment Receiving / Inspection Administrators.Reporting to the Quality Manager, we are seeking detail-oriented and organized profess... Show more
Lead high-availability operations as a Data Center Operations Engineer.Ensure robust power, cooling, and compute systems are consistently optimized.As a vital team member, you bring 10+ years of ex... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Responsible for daily business operations, turning leadership ideas into execution, driving operational excellence, accountability, and results.Ensures the company is organized and moving forward a... Show more
Nasdaq: TLRY; TSX: TLRY), is a leading global lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America.Tilray is a transforma... Show more
Une entreprise technologique financière recherche un expert fiscal bilingue pour aider les clients à remplir leurs déclarations d'impôts via TurboTax.Le candidat idéal a au moins deux ans d'... Show more
A leading FinTech company is seeking an experienced professional for its Revenue Analytics team in Hamilton, Ontario.The role involves using data-driven analyses to support sales strategies, perfor... Show more
Pay from $32 to $36 per hour with significant growth and earning potential!.James Snow Parkway North, Milton, ON L9T 8L1.Are you a finance professional who enjoys building strong customer relations... Show more
A leading mutual insurance firm in Ontario seeks an Agency Distribution Manager to expand and strengthen its agency channel.The ideal candidate will have over 5 years of experience in sales or agen... Show more
Administrative Office Support Assistant - Remote.We are currently seeking organized and dependable individuals for an entry-level Administrative Support Assistant opportunity.This role is best suit... Show more
Join Stryker as a Hybrid Rebates Specialist in Waterdown, Ontario, where you will facilitate accurate execution of rebate programs, ensuring compliance and supporting data integrity.Influence busin... Show more
A leading financial institution is looking for a Branch Administrator in Hamilton.The role involves managing administrative operations, overseeing staff performance, and ensuring compliance.Ideal c... Show more
EDF power solutions North America has been providing clean energy solutions throughout the U.We are a market-leading independent power producer and service provider, serving utilities, corporations... Show more
Seeking a Software Engineer II for an AI Agents team in a Canadian FinTech company to develop APIs and contribute to product development. Show more
