Client Service and Compliance Administrator
Job ID: 24599

Job location: Oakville
Job type: Accounting – Perm
Salary range: 50 - 70K
Job posting date: December 21, 2018

Job Description

Are you currently working in a Wealth Compliance/Admin role and have already completed the CSC? Would you prefer to work in Oakville to cut down on your commute?

If you looking to join a boutique firm with $1.5B in assets where you can walk into the President’s office to discuss ideas, get customized training to further your development, have no boundaries on technology, be able to get exposure to interesting and complex alternative investments not often seen in typical firms and be able to see growth in your role in 2 years then please read on!

Our client offers Wealth Planning to affluent families and their foundations and are growing at 20% per year. They take a very careful approach to hiring and have an opportunity for a Client Service a& Compliance Administrator to join the team. The role would be working directly with the head of Client Service/Compliance and the Senior leadership team and get hands on mentorship. This is a key hire for the group and the person would be in a great position to further develop. An above industry standard bonus is built into the compensation plan.




  • Experience in the administration of investment accounts with a regulated Canadian Wealth Management firm.
  • CPH, IR or RR designations.
  • Additional competencies to those listed in the posting include: Someone who questions processes for efficiency and streamlining opportunities.
  • Drive to succeed.

How to apply

To express your interest in this role, you can apply by clicking the "apply now" button located at the top and at the bottom of the page. Alternatively, you can email your resume to, attention: Mark Frankel and quoting job 24599. If you are already registered with The Mason Group, please contact your recruiting consultant directly.