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Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Bring organization and client service skills to a full-time, salaried Office Administrator role supporting a busy financial firm.
You will keep daily office operations organized while helping clients, advisors, and partner companies. The work includes scheduling, client records, application paperwork, and follow-ups. Accuracy, privacy, and clear communication are essential when handling confidential information.
Key Responsibilities:- Greet clients and respond thoughtfully to calls and emails
- Manage calendars and schedule advisor client meetings
- Prepare, review, and track insurance and investment applications
- Maintain accurate, complete, and secure client records
- Follow up with insurance and investment partner companies
- At least one year of office administration or client service experience
- High school diploma or equivalent
- Clear written and spoken English
- Willingness to sign a confidentiality agreement
- Legal right to work in Canada
Use organization, confidentiality, and client service skills to support advisors and clients across essential financial office operations.
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(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).