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.

📌 Senior Client Services Administrator Toronto
🏢 Gilder Search Group
📍 Toronto