At Wagner, Livock & Associates (WLA), we believe that our people are our greatest asset. We are seeking a motivated and adaptable Junior Administrator to join our growing team. This is a unique opportunity to launch your career in the world of financial services, gain exposure to a variety of competencies, and build a solid foundation for your future success. 

Key Responsibilities

• Onboarding and Client Engagement: Welcome new clients and ensure they have a seamless experience with WLA. You will be responsible for setting up client accounts, processing documentation, and verifying compliance.

• Transaction Management: Assist in processing transactions across mutual funds, group savings, insurance policies, and pension plans. This includes executing trades, managing renewals, and facilitating fund transfers.

• File Preparation & Documentation: Prepare client files, organize records, and ensure all documentation is complete and compliant.

• Meeting Notes & Advisor Support: Attend client meetings with advisors to take accurate notes, summarize key discussion points, and follow up on action items.

• Administrative Support: Help organize client communications, track ongoing tasks, and ensure financial advisors have the materials they need for client meetings.

• Digital Tools: Use our CRM platform (Salesforce) to track client interactions, follow ups, and transactions. You will ensure our records are timely and complaint.

• Learning & Growth: This role is all about development. You will have access to comprehensive training programs and mentorship, enabling you to grow quickly in the financial services field.

What Makes You a Fit

• Recent Graduate or Early Career Professional: You have a foundational background in office administration or client service and are looking to develop your career within the financial services industry. You’re motivated, adaptable, and open to learning new systems and processes.

• Organized and Methodical: You manage multiple priorities with clarity and structure. Your ability to stay organized ensures tasks are completed accurately, files are maintained properly, and deadlines are consistently met.

• Customer-Centric: You understand the importance of accuracy, discretion, and responsiveness when supporting client relationships.

• Technically Proficient: You are comfortable using CRM platforms and are skilled with Microsoft Office and other productivity tools.

• Detail-Oriented: You maintain a high standard of accuracy and organization, ensuring information is complete, compliant, and well-documented.

• Collaborative: You work well within a team environment, communicating clearly and supporting others to achieve shared goals.

Professional Credentials & Technical Skills

• CLU (considered an asset, but not required)

• CFP (considered an asset, but not required)

• QAFP (considered an asset, but not required)

• IFIC (considered an asset, but not required)

• CSC (considered an asset, but not required)

• LLQP (considered an asset, but not required)

Benefits & Perks

• Professional Development: Access to ongoing training and professional designation support (such as industry licenses and certifications).

• Work-Life Balance: Flexible paid time off and the option to work from home after your initial training period.

• Comprehensive Health Benefits: Life, health, dental, and vision coverage for you and your dependents.

• Inclusive & Supportive Culture: Work in a collaborative environment that fosters growth, learning, and team-building.

• Competitive Compensation: Negotiable from $40,000, with compensation aligned to your contributions and impact. Compensation is 100% salary and is directly tied to your performance, initiative, and professional growth. At WLA, we prioritize developing talent internally, rewarding excellence, and supporting your growth and career progression within the firm.

*The base compensation for this position will vary based on job-related criteria, including relevant skills, experience, licensing, and professional industry accreditation.

Job Type

• Full-time, Permanent.

• Availability during business hours (8:30 AM to 4:30 PM EDT) for a 37.5-hour work week (Monday to Friday).

Hybrid Work

• Hybrid work is optional.

• Hybrid work is available after an initial onboarding period. All new hires spend the first six months in the office, receiving comprehensive training and gaining a deep understanding of our processes and workflows. This in-office period also provides the opportunity to build strong connections with colleagues and integrate fully into the team.