Join a leading advisory firm as a Senior Client Services Administrator in Toronto, specializing in insurance and wealth management. This in-office role focuses on client service and relationship management.

Our client is a distinguished multi-generational advisory firm committed to serving the wealthy community. The ideal candidate will have over ten years of experience in a senior administrative role, supporting clients with tax planning and estate preservation needs. You will represent the firm with professionalism, warmth, and exceptional attention to detail.

Key Responsibilities:
• Assist clients with various service requests
• Document and track client correspondence accurately
• Provide policy information to clients and partners




• Maintain up-to-date CRM records for seamless service
• Engage in continuous learning to expand knowledge

Requirements:
• Minimum ten years in a senior administrative role
• Five years in life insurance or wealth management
• Exceptional communication and organizational skills
• Proficient in Microsoft Word, Excel, PowerPoint, and Visio
• Commitment to confidentiality and client privacy

Navigate client service with professionalism and a refined approach in this pivotal role.
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📌 Senior Client Services Administrator Toronto (Ontario)
🏢 Gilder Search Group
📍 Ontario