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 setting, who thrives in a high‑touch, client‑facing position and takes pride in delivering exceptional service.

Compensation

- $60,000 – $65,000 base salary

Advantages & Perks

- Permanent opportunity + comprehensive health and dental benefits
- 3 weeks’ vacation + additional time off during office closure between Christmas and New 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.

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📌 Branch Administrator (Markham)
🏢 Aplin
📍 Markham