About Parallel Wealth Financial Group

Parallel Wealth Financial Group is one of Canada's fastest-growing retirement planning firms. We help Canadians transition confidently into retirement through comprehensive financial planning, retirement income strategies, and investment management. With more than 155,000 YouTube subscribers and clients across Canada, we are committed to delivering exceptional advice and an outstanding client experience.

The Prospect

We are seeking an experienced Client Service Administrator to join our growing team in Langley. This role is ideal for someone currently working in wealth management, financial planning, investment administration, banking, or another financial services environment who is looking to build a long-term career with an established and rapidly growing firm. As a key member of our operations team, you will support our advisors and planners by delivering exceptional administrative and client service support while ensuring a seamless client experience from onboarding through ongoing account management.

Your Responsibilities:

- Manage day-to-day client service requests and provide ongoing administrative support
- Process investment account openings, transfers, updates, and related documentation
- Coordinate client meetings, annual reviews, and follow-up activities
- Prepare client correspondence, reports, and financial planning documentation
- Maintain accurate client records within CRM and portfolio management systems
- Complete Know Your Client (KYC) updates and assist with regulatory and compliance requirements
- Liaise with custodians, investment providers, and other third-party partners
- Support advisors and financial planners with daily administrative workflows
- Identify opportunities to improve processes, efficiency, and the overall client experience
- Deliver professional, proactive, and responsive service to clients at every interaction

Your Experience:





- 3+ years of administrative or client service experience
- Previous experience in wealth management, financial planning, investment administration, banking, or insurance is strongly preferred
- Experience processing investment account openings, transfers, and client servicing requests
- Familiarity with CRM platforms such as Zoho, Wealthbox, Salesforce, Maximizer, or similar systems is an asset
- Strong organizational skills with exceptional attention to detail
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- High level of professionalism, discretion, and confidentiality
- Strong proficiency with Microsoft Office (Outlook, Word, Excel, and Teams)

Why Join the Parallel Wealth Team?

- Competitive salary of $50,000–$65,000+, based on experience
- Comprehensive advantages package
- Opportunities for career growth and professional development
- Collaborative, supportive, and team-oriented culture
- Work with one of Canada's fastest-growing retirement planning firms
- Make a meaningful impact by helping Canadians achieve financial confidence in retirement
- Long-term career opportunity with a stable and growing organization

How to Apply

Please submit your resume along with a brief cover letter outlining your relevant experience and why you are interested in joining Parallel Wealth Financial Group.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $50,000.00-$65,000.00 per year

Benefits:

- Company events
- Dental care
- Extended health care
- Paid time off
- RRSP match
- Vision care

Application question(s):

- Do you have experience with a CRM program like Zoho, Salesforce etc?
- Do you have strong working knowledge of Microsoft Office, including Word and Excel?

Experience:

- Administrative: 3 years (required)

Language:

- English (required)

Work Location: In person

📌 Client Service Administrator (Canada)
🏢 Parallel Wealth Financial Group
📍 Canada