Location
remote, remote, Canada
Posted
July 04, 2026
Job Description
Enhance your career with PWL Wealth Management as a Remote Client Service Administrator. Support investment operations by managing onboarding, documentation, and client experiences every day.
In this full-time, permanent role, you will play a crucial part in helping financial advisors by handling day-to-day operations and administrative functions. Your responsibilities will include managing client accounts, coordinating with compliance teams, and ensuring regulatory requirements are met. This position allows you to deepen your understanding of financial services while developing the skills necessary for advancement within the advisory field.
Key Responsibilities:
• Lead client onboarding and Know-Your-Client updates
• Coordinate with Corporate Operations & Compliance for process accuracy
• Handle client report requests and service inquiries
• Monitor account transfers for timely completion
• Conduct registered account audits for c...
In this full-time, permanent role, you will play a crucial part in helping financial advisors by handling day-to-day operations and administrative functions. Your responsibilities will include managing client accounts, coordinating with compliance teams, and ensuring regulatory requirements are met. This position allows you to deepen your understanding of financial services while developing the skills necessary for advancement within the advisory field.
Key Responsibilities:
• Lead client onboarding and Know-Your-Client updates
• Coordinate with Corporate Operations & Compliance for process accuracy
• Handle client report requests and service inquiries
• Monitor account transfers for timely completion
• Conduct registered account audits for c...