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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 Software Developer role at Nicola Wealth involves working on financial data and backend process automation while supporting various development areas including cloud operations, database design, and client-facing websites. A learning mindset, problem-solving skills, and collaboration with team members are key responsibilities.
As a Database Developer, you will design, develop, and maintain scalable and reliable databases. Responsibilities include optimizing database performance, implementing security measures, and collaborating closely with business analysts to address data needs. You will also provide training to junior developers and document database specifications.
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.
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