Hybrid Financial Planning Administrator — Client Data & Support
Job in
Clarington, Oshawa, Ontario, Canada
Listed on 2025-12-30
Listing for:
Attivo
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Consultant, Finance Assistant, Banking & Finance -
Administrative/Clerical
Finance Assistant, Banking & Finance
Job Description & How to Apply Below
A financial services firm in Clarington, Ontario, is looking for a Financial Planning Administrator to enhance client experience through effective data management and administrative support. Ideal candidates will have experience in financial services and a proven track record supporting financial advisors. Flexibility in work arrangements is offered. Strong organisational skills and attention to detail are essential, along with the ability to manage client information diligently.
Salary is negotiable based on experience.
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