Reporting and IA Compensation Analyst
Richardson Wealth
Benefits
Job Type
Description
Position Overview
The Business Reporting and Investment Advisor Compensation Analyst role supports the day-to-day analysis, reporting and administration of the Business Strategy and Analysis team. The successful incumbent will play a key role in delivering metrics, insight and ensure accuracy and integrity in processes and Advisor compensation administration.
This is an existing vacancy.
Duties and Responsibilities
• Support and maintain Business Analysis’ core monthly databases and reports, including Advisor Performance, Household Metrics and Holdings Summary
• Support monthly administration related to Advisor Compensation programs and processes, including Staff/Technology Budget, Marketing Budget, Advisor Code management and Householding management
• Administration of monthly commission adjustment file and commission payout file.
• Ad hoc analysis and support to management and advisors as required.
Qualifications
• Experience in the Wealth Management industry strongly preferred.
• Must be proficient in Microsoft Excel
• Strong attention to detail (administrative elements and database maintenance)
• Ability to work in a fast-paced environment
• Strong time management skills
• Strong communication skills
Education
• University Degree preferred
The expected annualized base salary range for this role is $44,000-$60,500
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
#LI-Hybrid
If so, we’re ready to invest in you.
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Skills
About Richardson Wealth
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.