Client Services & Financial Admin Specialist (Ontario)

Client Services & Financial Admin Specialist (Ontario)

17 Aug
|
CI Financial
|
Ontario

17 Aug

CI Financial

Ontario

CI Financial in Toronto is seeking a Sales and Service Administrator to support the Assante Private Client team. You will assist advisors with financial tasks, manage a complex workload, and coordinate cross-department workflows.
The role requires 2–3 years of administrative experience in financial services, strong communication, and proficiency with MS Office. You’ll handle files, travel logistics, reporting, and client documents in a rapid-paced, client-focused environment.

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📌 Client Services & Financial Admin Specialist (Ontario)
🏢 CI Financial
📍 Ontario

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