Apply on Kit Job: kitjob.ca/job/2fxb6k

Our client in Markham, ON, a boutique wealth management practice, is seeking a highly organized and client-focused Branch Administrator to join their team in a fully in-office role. This position plays a critical role in ensuring smooth day-to-day operations, delivering high-quality client experience, and supporting advisory functions within a close-knit, professional environment.
Compensation

- $60,000 – $65,000 base salary

Benefits & Perks

- Comprehensive health and dental benefits
- 3 weeks’ vacation + additional time off during office closure between Christmas and New Year
- Opportunity to work closely with a small, collaborative team and make a direct impact
- Solid learning curve with exposure to wealth management operations and client servicing
- Potential for future growth as the business expands

Responsibilities

- Serve as the first point of contact: answer phones, greet clients, and manage front-desk operations
- Manage calendars and coordinate client meetings (in-person and virtual), including scheduling, confirmations, and meeting preparation
- Monitor and manage multiple inboxes, prioritizing and responding to high volumes of client communication
- Support client servicing activities, including account opening, transfers, and maintaining accurate client records
- Prepare materials for portfolio reviews and assist with ongoing administrative tasks
- Perform light office management duties (opening/closing office,



managing supplies, maintaining meeting spaces)
- Assist with ad hoc projects and provide general operational support to the advisory team

Qualifications

- 5+ years of experience in financial services, banking, or administrative support roles
- Strong organizational skills with the ability to manage multiple priorities and high email volume
- Excellent verbal and written communication skills with a high level of professionalism
- Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM systems
- Experience with Dataphile and Croesus is considered a strong asset
- Detail-oriented, reliable, and comfortable working independently in a small team environment
- Interest in wealth management or financial services is an asset.

At Aplin — together with our brands Compu Staff, Impact Recruitment, and Vantix Systems — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.

Apply on Kit Job: kitjob.ca/job/2fxb6k

📌 Branch Administrator (Markham)
🏢 Aplin
📍 Markham