Reception - Client Coordinator

Are you a highly organized professional looking to elevate your career within the wealth management sector?
Randstad is partnering with a premier boutique wealth advisory practice in Markham, Ontario, to find a dedicated Reception - Client Coordinator for a vital finance & accounting role.

This full-time, in-office position requires exceptional communication skills to act as the first point of contact for high-net-worth clients and to provide seamless administrative support to a Senior Wealth Advisor. Your day-to-day will be dynamic, encompassing welcoming front-desk management, flawless calendar and inbox coordination. You will also take ownership of insurance management duties, prepare comprehensive portfolio reviews, and ensure the office environment remains pristine.
Offering a fantastic work-life balance with a Monday to Friday, 9:00 AM to 5:00 PM schedule and no mandatory overtime, this role is perfect for a mature, detail-driven individual with 1 to 3 years of experience who thrives in a high-trust environment and is ready to build a long-term career.

Advantages

• Competitive base salary ranging from $50,000 to $60,000 annually, complemented by a performance-based bonus structure.

• Comprehensive group benefits plan, including extended health and dental coverage, as well as paramedical services (massage, physiotherapy, chiropractic, etc.).

• Security of life insurance and long-term disability coverage.

• Two weeks of paid vacation per annum, provided in addition to standard statutory holidays.

• Excellent work-life balance with a consistent Monday to Friday, 9:00 AM to 5:00 PM schedule and no regular overtime required.

• Phenomenal opportunity for structured learning, professional development, and long-term career growth within the finance & accounting industry.

Responsibilities

• Front-desk reception:
Answer inbound phone calls, warmly greet office visitors, and receive and process deliveries.

• Manage the Advisor's calendar:
Set up client meetings (both in-person and virtual), send email reminders, and make confirmation calls.

• Manage the email inbox:
Monitor the Advisor's inbox, flag messages requiring urgent responses, handle basic client queries, and manage your own professional inbox.

• Office management:
Ensure the office remains in excellent order, monitor and order office supplies, and set up the client room for back-to-back appointments.

• Administrative support:
Open new client accounts, process fund deposits and withdrawals, execute electronic fund transfers, review daily cash transactions, prepare comprehensive portfolio review packages, and maintain accurate client records.

• Insurance management:
Regularly check insurance company portal messages, send timely premium due reminders to clients, and run basic insurance quotes as requested.

Qualifications

• 1 to 3 years of demonstrated experience in financial services administration, wealth management, or advisory support roles.

• Ability to reliably commute to and work fully on-site at the Markham, ON office location.

• A proactive mindset with a readiness to take administrative load off the advisory team.

• Successful completion of a mandatory background verification process prior to employment, which includes both a credit check and a criminal record check.

• Proficiency in Microsoft Office applications (Outlook, Word, Excel) and various CRM platforms.

• Exceptional attention to detail and robust organizational skills to manage fluctuating workloads.

• Excellent verbal and written communication skills to interact professionally with high-net-worth clients.

• High maturity level with a consistently friendly, polished, and client-focused demeanor.

• Strong critical thinking skills and the ability to exercise sound, independent judgment.

• Capacity to reliably handle confidential, financial, and time-sensitive matters.

• Previous experience utilizing industry-specific software such as Dataphile and Croesus is considered a strong asset.

Summary
If this Reception - Client Coordinator role isn't the perfect fit, reach out to discover more finance & accounting opportunities tailored to your career goals.

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