Reporting and IA Compensation Analyst
Richardson Wealth is a leading Canadian wealth management organization, and they are seeking a Business Reporting and Investment Advisor Compensation Analyst. The role involves supporting the analysis, reporting, and administration of the Business Strategy and Analysis team, ensuring accuracy in processes and Advisor compensation administration.ResponsibilitiesSupport and maintain Business Analysis’ core monthly databases and reports, including Advisor Performance, Household Metrics and Holdings SummarySupport monthly administration related to Advisor Compensation programs and processes, including Staff/Technology Budget, Marketing Budget, Advisor Code management and Householding managementAdministration of monthly commission adjustment file and commission payout fileAd hoc analysis and support to management and advisors as requiredSkillsMust be proficient in Microsoft ExcelStrong attention to detail (administrative elements and database maintenance)Ability to work in a fast-paced environmentStrong time management skillsStrong communication skillsExperience in the Wealth Management industry strongly preferredUniversity Degree preferredBenefitsPerformance-based incentive planComprehensive health & dental benefitsGroup RRSP matching planPaid time offCompany OverviewRichardson Wealth provides financial and wealth management services. It was founded in 1857, and is headquartered in Toronto, Ontario, CAN, with a workforce of 501-1000 employees. Its website is https://www.richardsonwealth.com.