We''re looking for a highly organized, detail-oriented professional to support our insurance and investment advisory practice.

You''ll play a key role in delivering exceptional client service, managing administrative processes, and supporting financial planning activities.

This is a hybrid position with the flexibility to become fully remote.

Responsibilities Respond to client emails and phone calls with professionalism and care

Schedule meetings and coordinate follow-ups with clients and advisors

Prepare and submit insurance applications; track progress and follow up as needed

Draft and deliver Reason Why letters and policy delivery packages

Maintain accurate and up-to-date client records and documentation

Onboard recent clients and guide them through the planning process

Prepare investment and insurance paperwork for client signatures and carrier submission

Process new investment accounts, trades, transfers, and transaction requests (segregated funds only)Assist with financial analyses and help draft financial plans

Prepare for client meetings and manage post-meeting action items

Use Side





Drawer to securely exchange documents with clients Qualifications 3-5 years of experience in a client service or administrative role in financial services

Life Licence Qualification Program (LLQP) preferred; candidates without LLQP must be willing to obtain certification

Robust organizational skills and attention to detail

Excellent written and verbal communication

Tech-savvy with the ability to learn new systems quickly

Critical thinking and problem-solving skillsA client-first mindset and a proactive approach to service Skills Problem Solving Skills, Critical Thinking, Technology, Detailed Organization, Highly-organized

Array About Black Star Wealth Black Star Wealth is seeking a driven and client-focused professional to join our team.

As a trusted financial advisory firm, we empower individuals and businesses to build lasting financial confidence through personalized wealth management strategies.

The ideal candidate will bring strong communication skills, a passion for helping clients achieve their financial goals, and a commitment to continuous learning in the financial services industry.

This is an exciting opportunity to grow within a tech-forward organization that values relationships, innovation, and impact.

📌 Customer Success Specialist - Insurance and Wealth (Halifax Regional Municipality)
🏢 Black Star Wealth
📍 Halifax Regional Municipality