Financial Administrator
in Saint John, NB

Saint John, NB
Full-time - Permanent
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Financial Administrator

Saint John, NB

Reference # HL-16981

Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes.

OMG is committed to its clients and its people. We pride ourselves on delivering privacy, confidentiality, and integrity in all our interactions. Our clients require and value competent, independent professional advice delivered by specialists working within a team environment. We now have over 90 people in Toronto, Halifax, Saint John & Moncton. We are growing, and we are so proud of our firm. We hope you will be too!

We are currently seeking a Financial Administrator in our Saint John office to join our growing team. In this role, you will be responsible for administrative and data management functions for local advisory practices. You will work closely with internal partners to ensure best in class service for our clients.

Responsibilities will include:

  • Preparation of client documentation; ensuring highest attention to detail
  • Data management of key platforms including client relationship manager and investment management systems
  • Creation of life insurance quotes, illustrations, and delivery packages
  • Preparation of client reporting
  • Account research and reconciliation
  • Preparation of client updates per regulatory guidelines
  • Working in a team environment to ensure best practices and balanced workflow

The ideal candidate will possess:

  • Post-Secondary degree/diploma in Business, Finance or Administration or an acceptable combination of education and relevant work experience
  • Investment or insurance industry experience is a strong asset
  • Desire to grow and expand capabilities and responsibilities
  • High performer with high attention to detail
  • Ability to take initiative and a pro-active approach to work
  • Strong proficiency in Microsoft applications including Excel, OneDrive, and SharePoint
  • Takes ownership for outcomes and follows up until an issue is concluded
  • Is professional when responding to service enquiries and can confidently interact with internal and external partners
  • Works well in a team environment and is committed to best practices
  • Understands and recognizes priorities, deadlines, and has a sense of urgency
  • Strong oral and written communication skills
  • Exceptional planning, organizational and time management skills
  • Previous experience in handling confidential or sensitive information with integrity


  • Competitive compensation and comprehensive benefits program
  • Positive culture where team members are valued and respected
  • Innovative and collaborative work environment
  • Investment in ongoing professional development
  • Collaborative team environment
  • Commitment to and supportive of community involvement
  • Work life balance

To express interest in this opportunity please apply online by clicking the link below:

For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Consultant, at [email protected] If you require accommodation to participate in the recruitment process, please let Jason Ozon know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.

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