The Client Reports Administrator at Nicola Wealth will provide back-office support by preparing and distributing financial reports, managing data from investment firms, calculating management fees, and responding to client inquiries, while ensuring accuracy and compliance with reporting timelines.

The Administrative Associate will provide exceptional administrative support to Wealth Advisors and Wealth Planning Associates, ensuring efficient management of tasks, client meetings, and business development efforts. Responsibilities include preparing reports, managing client information in Salesforce, and facilitating communication with clients and team members.