Position: Senior Client Services Administrator

Industry Sector: Insurance & Wealth Management

Compensation: $80,000-100,000 plus benefits, bonus, pension, and a GREAT office environment

Location: Toronto IN-OFFICE 5 days/week

Role Overview

Our client is a multi-generational advisory firm supporting the wealthy community with tax planning, estate preservation, philanthropy and succession plans. They are respected experts in a niche area.

This role will support the day-to-day service needs of clients, their accountants, and other trusted professionals—representing the company with integrity, warmth, and precision across every interaction.

Responsibilities Include But Are Not Limited To

- Be client facing and assist with a variety of client service requests.
- Document and track all correspondence, updates, and follow-up actions within internal systems.
- Provide policy details to clients, business owners, assignees, accountants, and other partners as required or needed.
- Maintain up-to-date CRM records, ledgers, and client summaries to support seamless workflow.
- Actively engage in learning to expand your knowledge of life insurance, planning strategies,



and internal processes.
- Support team initiatives, special projects, events, client appreciation activities and presentations.

Qualifications

- 10+ years in a senior administrative, executive support or client facing service role
- 5+ years experience working within life insurance or wealth management space
- Superior written and verbal communication skills.
- Exceptional attention to detail, accuracy, and organization, paired with a refined and sophisticated approach.
- Strong proficiency in Word, Excel, PowerPoint, and Visio.
- Strong aptitude for working with numbers and documentation.
- Commitment to privacy, confidentiality, and the stewardship of sensitive client information.

Why this job

Work in a beautiful, modern office with exposure to the leadership team. This company prioritizes work-life balance and well-being. They have a premium in office fitness facility, offer a great compensation package with excellent health and wellness benefits and job stability.

TSSHP

Job ID: #16817643

📌 Senior Client Services Administrator (Toronto)
🏢 TalentSphere Staffing Solutions
📍 Toronto