Administrative & Client Service Associate

Remote | Full-Time Contract (Maternity Leave Coverage) | Potential Permanent Opportunity

About Think Ahead Financial

At Think Ahead Financial, we help individuals and families build confidence in their financial future through thoughtful planning and trusted advice.

Our practice is built on strong relationships, exceptional service, and a commitment to putting clients first. As accredited financial planners, investment advisors, and insurance professionals, we provide guidance clients can trust and support they can count on.

We value initiative, accountability, and a genuine commitment to client service.

Position Details

Location: Remote with the possibility of in-person requirements at designated times.

Position: Full-Time Contract (Maternity Leave Coverage)

Industry: Financial Planning & Wealth Management

Compensation: $38,000 – $50,000, based on experience

Reports To: Financial Advisor

Start Date: Late August or Early September 2026

Opportunity: Potential permanent role for the right candidate The Opportunity

We're looking for a highly organized professional who enjoys helping people, solving problems, and keeping priorities moving forward.

Working closely with the advisor, you'll support client relationships, manage day-to-day administration, coordinate priorities, and help improve how the practice operates. This role is ideal for someone who takes initiative, follows through, and is comfortable working independently.

Responsibilities

- Respond to client inquiries by phone and email.
- Coordinate follow-up activities and ongoing client communications.
- Help create a positive and professional experience for every client interaction.
- Assist with account openings, transfers, and client documentation.
- Prepare meeting materials and coordinate appointments.
- Maintain accurate client records and CRM data.
- Manage correspondence and administrative tasks.




- Track priorities and ensure tasks are completed on time.
- Take ownership of assigned tasks and follow through to completion.
- Identify opportunities to improve workflows and processes.
- Assist with business planning initiatives and ongoing projects.
- Support client events, marketing activities, and research assignments.

What You'll Bring · 3–5 years of experience in administration, client service, operations, or office coordination.

· Strong organizational skills and attention to detail.

· Professional written and verbal communication skills.

· Ability to manage competing priorities and work independently.

· Proficiency with Microsoft Office and CRM systems.

· Strong comfort level with online systems, including the ability to learn new platforms intuitively and troubleshoot independently.

· Experience in financial services, insurance, investment, or another professional services workplace is an asset.

· Interest in future securities and/or life insurance licensing is an asset.

Who You'll Be

You are dependable, organized, and proactive. You don't wait to be asked twice. You take ownership of your work, communicate well, and enjoy solving problems.

Most importantly, you care about doing good work and helping clients feel supported and looked after.

How to Apply

Please submit your resume and a brief cover letter outlining your experience and interest in the role to:

[email protected]

Applications will be reviewed as they are received.

Our goal is for the successful candidate to begin in late August or early September 2026 to allow for approximately three months of overlap, training, and knowledge transfer before the incumbent begins maternity leave.

If you're looking for an opportunity to make a meaningful contribution to a growing financial planning practice, we'd love to hear from you.

Pay: $38,000.00-$55,000.00 per year

Benefits

- Casual dress
- Flexible schedule
- Work from home

Work Location: Hybrid remote in Ancaster, ON L9G 1N3

📌 Client Administrator (Ancaster)
🏢 Think Ahead Financial
📍 Ancaster