Our established client, a boutique Wealth Management firm in Downtown Toronto, is seeking a full-time Client Service Administrator to join their team. This role offers a hybrid work schedule, immediate benefits, and the chance to join a friendly team and a great company culture!

Roles and Responsibilities

-Provide administrative support to Portfolio Administrators and Portfolio Managers
-Assist with account opening
-Assist with transfers
-Maintain and update the client database
-Client correspondence/answer inquiries
-Project support
-Report preparation
-Meeting coordination
-Occasional backup reception
-Other related administrative tasks as required

Qualifications and Skills

-Must have a post-secondary Degree or Diploma
-Must have at least 1 year of relevant work experience within Wealth Management/Financial Services/Banking/Investment
-Completion of the Canadian Securities Course (or working towards this) is strongly preferred
-Must have experience with new account openings and asset transfers
-Must be highly organized and detail-oriented
-Must have excellent verbal and written communication skills
-Must have strong client service skills
-Must have strong problem-solving and analytical skills
-Must be proficient in Excel
-Experience using CRMs is preferred

We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.