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, solid communication, and proficiency with MS Office. You’ll handle files, travel logistics, reporting, and client documents in a quick-paced, client-focused setting.
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📌 Client Services & Financial Admin Specialist Toronto
🏢 CI Financial
📍 Toronto
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