Branch Administrator

Our client, a boutique wealth management practice in Markham, is seeking a highly organized and client-focused Branch Administrator to support their advisory team. This role is ideal for someone with hands‑on experience in a wealth management or investment advisory environment, who thrives in a high‑touch, client‑facing position and takes pride in delivering exceptional service.

• $60,000 – $65,000 base salary

• Permanent opportunity + comprehensive health and dental benefits
• 3 weeks’ vacation + additional time off during office closure between Christmas and New Year
• collaborative, close‑knit team environment
• strong exposure to wealth management operations and client servicing
• opportunity for growth as the business expands

• Act as the first point of contact for clients, delivering a professional and high‑touch client experience (phone, email, and in‑person)
• Manage advisor calendars and coordinate client meetings, including scheduling, confirmations, and preparation of meeting materials
• Monitor and manage multiple inboxes, ensuring timely, accurate, and professional communication with clients
• Support advisors within investment account administration, including account opening, transfers, and ongoing client record maintenance
• Prepare client‑ready materials for portfolio reviews and meetings
• Liaise with clients and internal stakeholders to resolve inquiries efficiently and professionally
• Maintain CRM systems and ensure accuracy and completeness of client data
• Perform light office management duties (opening/closing office, supplies, meeting room setup)
• Provide general administrative and operational support to the advisory team

• 3–5+ years of experience in a wealth management, investment advisory, or financial services environment, supporting financial advisors
• Proven experience with:
  • Investment account opening and transfers
  • Portfolio review preparation
  • Client servicing in a high‑touch environment
• Exceptional verbal and written communication skills
• Strong organizational skills with the ability to manage multiple priorities and high volumes of communication
• High level of professionalism, attention to detail, and reliability
• Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM systems
• Experience with Dataphile and/or Croesus is a strong asset
• Comfortable working independently in a small, team‑oriented office

We welcome applicants from all backgrounds, experiences, and perspectives. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits.