Office Administrator

Keep a busy financial firm running smoothly. You make sure clients are welcomed, files are complete and advisors have what they need to do their best work.

You handle the day-to-day running of the office: scheduling, client records, application paperwork and follow-ups with our insurance and investment partners. Accuracy and privacy matter here, because you work with confidential client information every day.

This is a salaried, full-time position.

• Greet clients and answer calls and emails with care
• Manage calendars and book client meetings for advisors
• Prepare, check and track insurance and investment applications
• Keep client records accurate, complete and secure
• Follow up with partner companies on files that are still open
• Support new advisors as they start, and keep office systems and supplies in order

• At least 1 year of office administration or client service experience
• A high school diploma or equivalent
• Clear written and spoken English
• Willing to sign a confidentiality agreement
• The legal right to work in Canada
• An LLQP license, or in process of getting one

• Strong organization and attention to detail
• Confidence with email, calendars, spreadsheets and online tools
• Care with confidential information
• A calm, friendly manner with clients