HR Coordinator

The WealthCo Group of Companies (“WealthCo”) is currently seeking an energetic full time HR Coordinator who is eager to learn and grow their career in Human Resources and will be an exceptional addition to our head office in Calgary, Alberta.

An entrepreneurial and innovative spirit are highly valued at WealthCo and align to our core values. Team members are encouraged to work within their unique ability. By doing what we are passionate about on a daily basis, we become more productive, engaged, and successful.

As the HR Coordinator, your key focus will be in support of the recruitment process, ensuring systems are maintained and updated to support our people in all aspects of their employment journey; through Onboarding, Performance Acceleration and Offboarding, as well as the oversight of the day-to-day human resources administrative functions, benefits and payroll for the Firm, with the goal of ensuring organizational effectiveness and efficiency. 

Working in a team environment, you will support the company’s goals and objective by:

• Support the day-to-day operations of Human Resources
• Responsible for passive searches to build our candidate pool
• Responsible for on-boarding and training plans
• Coordination of Human Resources administrative processes
• Maintain information in our HR Software to ensure consistency and integrity of HR data and conduct timely audits
• Create HR-related reports, resources, and communications materials
• Manage the repository of policies and ensure all are kept up to date
• Responsible for employee benefits administration, payroll, policy management, employee relations

Successful candidates will require:

• Completion of Business/Administration diploma or degree or equivalent experience
• 3 years experience in an HR Administrative role
• Knowledge of Human Resources and Employment Law
• 2 years experience in Payroll
• Proficient in Microsoft O365 products (Word, Excel, PPT, Outlook, TEAMS, SharePoint etc.)

WealthCo’s mission is to change the financial services industry. By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model. WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.

WealthCo offers competitive salaries based on education and experience, bonuses, continuous education, opportunities for advancement and excellent benefits with include RRSP matching.

To explore this opportunity further, please submit your resume to HR@wealthco.ca. 

While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking www.wealthco.ca.

Investment Administrator

WealthCo is currently looking for an enthusiastic Investment Administrator who will be an exceptional addition to our head offices in Calgary, Alberta.

An entrepreneurial and innovative spirit are highly valued at WealthCo and align to our core values. Team members are encouraged to work within their unique ability. By doing what we are passionate about daily, we become more productive, engaged, and successful.

The key focus of an Investment Administrator is to provide proactive analytical and operational investment support to the WealthCo Asset Management Team. You will foster strong working relationships with both our internal team and external providers and leverage your technical skills to optimize internal processes, drive efficiencies, and deliver operational excellence with an emphasis on accuracy, reliability, and improvement. The Investment Administrator will execute trades with respect to both client-level and institutional pool-level accounts, support our Fund Accounting team by assessing and interpreting financial statements and related transactions as well as perform financial reporting, forecasting and planning, and other fund administration duties related to WealthCo’s institutional pooled funds and client accounts.

You will support the company’s goals through these key accountabilities:

• Prepare monthly and ad-hoc financial summaries of the investment pools
• Coordinate materials for committee meetings
• Use discretion and judgment to elevate critical news /reports or time sensitive information to the Chief Investment Officer
• Prepare and support monthly performance analysis of WealthCo’s pooled funds.
• Responsible to assemble and summarize data; prepare reports; make presentations of findings
• Updating fund facts and pooled fund performance on a monthly/quarterly basis
• Conduct research and comparable analysis as necessary in support of key business metrics and objectives
• Maintain and enhance existing documentation and procedures
• Assess investment partner statements and other transactions to determine impacts on investment income, market values, and book values
• Update client administration systems to reflect changes in the value of underlying investments
• Ensure that pricing of underlying securities is accurate and up to date
• Active communication with WealthCo’s fund custodian to ensure our records match
• Support the Fund Accounting Team in the annual pool audit process by gathering and providing appropriate data as required.
• Determine and execute client-level trades driven by new contributions and cash requirements
• Rebalance client-level accounts on a quarterly basis based on client investment policy targets
• Execute and manage fund-level trades to buy and sell securities at the direction of the Chief Investment Officer
• Administer and reconcile fund-level trades as required
• Assist in administration and auditing of fund compliance programs

Successful candidates will require:

• A university degree in Business Administration, Accounting, Finance
• 1-3 years of progressive experience in an investment administration role in a fast-paced environment
• The capability of prioritizing and managing many projects and adhering to tight deadlines
• A good understanding of business fundamentals and growing financial acumen
• Intermediate/Advanced excel skills with the ability to efficiently handle large data sets
• Strategic mind-set who can drive business initiatives and deliver insights

WealthCo’s mission is to change the financial services industry. By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model. WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.

WealthCo offers competitive salaries based on education and experience, bonuses, continuous education, opportunities for advancement and excellent benefits which include RRSP matching.

To explore this opportunity further, please submit your resume to HR@wealthco.ca. 

While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking www.wealthco.ca.