Senior Administrator
Senior Administrator
Hamilton, ON
$75,000 -$80,000 annually + Bonus
About Us
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, Manufacturing Operations, and Technology. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.
The Role
Our client, a growing firm within the wealth management industry, is seeking an experienced Senior Administrator to join their collaborative and high-performing team. This is a key position supporting Advisors and high-net-worth clients, ensuring seamless day-to-day operations, exceptional client service, and accurate investment processing.
This role is ideal for a career administrator who brings deep knowledge of mutual funds, registered plans, and Canadian wealth operations. You will play a critical role in managing complex transactions, maintaining compliance, and driving operational efficiency in a fast-paced, detail-oriented environment.
Advantages
- Salary: $80,000 annually
- Bonus: 5–10% discretionary bonus
- Vacation: 3 weeks
- Benefits: Available from day 1
- Growth: Opportunity to join a growing team (15–20 employees) with strong growth and long-term potential
- Exposure: Work closely with Advisors and high-net-worth clients
- Environment: Collaborative, team-oriented, and fast-paced
Responsibilities
Client & Advisor Support
- Act as a key administrative contact for clients, handling inquiries related to accounts, contributions, withdrawals, and documentation
- Prepare client review packages, investment summaries, and meeting materials
- Support onboarding of new clients, including KYC documentation and account setup
Mutual Fund & Investment Administration
- Process mutual fund transactions including purchases, redemptions, switches, and systematic plans (PACs, SWPs)
- Verify fund codes, pricing, and trade details while ensuring deadlines are met
- Monitor pending trades, resolve discrepancies, and liaise with fund companies
Account & Operational Administration
- Manage account transfers (ATON and non-ATON), contributions, and withdrawals across registered plans (RRSP, TFSA, RRIF, RESP, LIF, etc.)
- Reconcile accounts and investigate discrepancies
- Maintain accurate records in compliance with regulatory requirements
Compliance & Documentation
- Ensure all client files meet internal and regulatory standards (CIRO/IIROC/MFDA)
- Maintain up-to-date KYC documentation and detailed client records
- Support internal audits and compliance-related inquiries
Team Support & Process Improvement
- Provide guidance and mentorship to junior team members
- Identify opportunities for workflow improvements and operational efficiencies
- Collaborate with Advisors, custodians, and internal teams to ensure seamless operations
Requirements
- 8–10+ years of experience in wealth management administration within a Canadian financial services environment
- Strong knowledge of mutual fund operations, trade processing, and settlement
- Solid understanding of registered plans (RRSP, TFSA, RRIF, RESP, LIRA, LIF)
- Experience with industry platforms such as Dataphile, Univeris, Croesus, or similar
- Familiarity with CIRO/IIROC/MFDA compliance requirements
- Exceptional attention to detail and accuracy
- Strong communication skills with a client-first mindset
- Highly organized with the ability to manage multiple priorities in a fast-paced environment
- Proactive, solutions-oriented, and able to work both independently and collaboratively
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