Job Description

Company & Position Overview


Langlois Brown Wealth Management, iA Private Wealth, is a boutique advisory practice serving high-net-worth families and business owners. We provide comprehensive planning, disciplined investment management, and a high standard of professionalism in every interaction. Clients rely on us for clarity, consistency, and a thoughtful, well-organized approach to managing their wealth.


We are seeking an Operations Associate who will play a central role at the intersection of client service, operations, and planning support. This position is essential to the day-to-day functioning of our advisory practice. You will manage the operational and administrative tasks needed to onboard clients, maintain accounts, execute service requests, and support the delivery of a consistent, exceptional client experience. The role also provides essential operational redundancy for cash management and trading when required.


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