Job Description & How to Apply Below
Responsibilities
Respond to client emails and phone calls with professionalism and care Schedule meetings and coordinate follow-ups with clients and advisors
Prepare and submit insurance applications; track progress and follow up as needed
Draft and deliver Reason Why letters and policy delivery packages
Maintain accurate and up-to-date client records and documentation
Onboard new clients and guide them through the planning process
Prepare investment and insurance paperwork for client signatures and carrier submission
Process new investment accounts, trades, transfers, and transaction requests (segregated funds only)
Assist with financial analyses and help draft financial plans
Prepare for client meetings and manage post-meeting action items
Use Side Drawer to securely exchange documents with clients
Qualifications
3-5 years of experience in a client service or administrative role in financial services
Life Licence Qualification Program (LLQP) preferred; candidates without LLQP must be willing to obtain certification
Strong organizational skills and attention to detail
Excellent written and verbal communication
Tech-savvy with the ability to learn new systems quickly
Critical thinking and problem-solving skills
A client-first mindset and a proactive approach to service
Skills
Problem Solving Skills, Critical Thinking, Technology, Detailed Organization, Highly-organizedArray
About Black Star Wealth
Black Star Wealth is seeking a driven and client-focused professional to join our team. As a trusted financial advisory firm, we empower individuals and businesses to build lasting financial confidence through personalized wealth management strategies. The ideal candidate will bring strong communication skills, a passion for helping clients achieve their financial goals, and a commitment to continuous learning in the financial services industry.
This is an exciting opportunity to grow within a tech-forward organization that values relationships, innovation, and impact.
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