Our client, a boutique wealth management practice in Markham, is seeking a highly organized and client-focused Branch Administrator to support their advisory team. This role is ideal for someone with hands‑on experience in a wealth management or investment advisory environment, who thrives in a high‑touch, client‑facing position and takes pride in delivering exceptional service.
Compensation $60,000 – $65,000 base salary
Benefits & Perks Permanent opportunity + comprehensive health and dental benefits
3 weeks’ vacation + additional time off during office closure between Christmas and Current Year
collaborative, close‑knit team environment
strong exposure to wealth management operations and client servicing
opportunity for growth as the business expands
Key Responsibilities Act as the first point of contact for clients, delivering a professional and high‑touch client experience (phone, email, and in‑person)
Manage advisor calendars and coordinate client meetings, including scheduling, confirmations, and preparation of meeting materials
Monitor and manage multiple inboxes, ensuring timely, accurate, and professional communication with clients
Support advisors within investment account administration, including account opening, transfers, and ongoing client record maintenance
Prepare client‑ready materials for portfolio reviews and meetings




Liaise with clients and internal stakeholders to resolve inquiries efficiently and professionally
Maintain CRM systems and ensure accuracy and completeness of client data
Perform light office management duties (opening/closing office, supplies, meeting room setup)
Provide general administrative and operational support to the advisory team
Qualifications & Experience 3–5+ years of experience in a wealth management, investment advisory, or financial services environment, supporting financial advisors
Proven experience with: Investment account opening and transfers
Portfolio review preparation
Client servicing in a high‑touch environment

Exceptional verbal and written communication skills
Strong organizational skills with the ability to manage multiple priorities and high volumes of communication
High level of professionalism, attention to detail, and reliability
Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM systems
Experience with Dataphile and/or Croesus is a strong asset
Comfortable working independently in a small, team‑oriented office
We welcome applicants from all backgrounds, experiences, and perspectives. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits.

#J-18808-Ljbffr

📌 Branch Administrator (Ontario)
🏢 Aplin
📍 Ontario