Introducing BDO – Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. We offer an award‑winning environment that fosters a people‑first culture with a high priority on your personal and professional growth. Your Opportunity Our Wealth Management team is looking for a Reporting Coordinator to join the team! The successful candidate will be responsible for the following: Assist the Financial Planning team with administrative needs Assist with coordinating the financial planning process, along with gathering the required information Assist with coordinating the consolidated reporting process, along with gathering the required information Process client data and complete data entry in consolidated reports Responsible for ensuring consolidated reports are prepared/scheduled Responsible for client data integrity and system updates Other Financial Planning tasks including, but not limited to, meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned Ad hoc duties and projects as required How do we define success for your role? You demonstrate BDO’s core values through all aspects of your work: Integrity, Respect and Collaboration. You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work You identify, recommend, and are focused on effective service delivery to your clients You share in an inclusive and engaging work environment that develops, retains & attracts talent You actively participate in the adoption of digital tools and strategies to drive an innovative workplace You grow your expertise through learning and professional development Self‑motivated Your Experience And Education 2+ years’ experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment related workplace) Degree/Diploma in a relevant field You have completed or are working toward your CFP designation is considered an asset You possess an inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements You display strong problem solving, analytical, and communication skills Proficiency with the Microsoft Office Suite You have the ability to work well independently with minimal supervision Strong attention to detail Strong administration and organization skills If you require accommodation to complete the application process, please contact us. #J-18808-Ljbffr