Become a pivotal team member as a Senior Client Services Administrator in Toronto's insurance and wealth management sector. This in-office role emphasizes client support and operational excellence.

This prestigious advisory firm is known for assisting affluent clients with comprehensive tax and estate strategies. With over ten years in an administrative role and five in wealth management, you will bring precision and sophistication to client interactions. Your primary responsibility will be nurturing and expanding client relationships while managing vital documentation.

Key Responsibilities:
• Manage a variety of service requests from clients
• Document correspondence and follow-ups meticulously
• Supply policy information to clients and associated professionals




• Ensure CRM records are current and precise
• Engage in continuous learning of planning strategies

Requirements:
• 10+ years in senior administrative or similar roles
• At least five years in life insurance or wealth management
• Solid written and verbal communication abilities
• Exceptional attention to detail and organization
• Proficiency in Microsoft Office Suite

Contribute your expertise in client service to enhance the well-being and satisfaction of clients at a top-tier advisory firm.
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📌 Senior Administrator for Client Services Toronto (Ontario)
🏢 Gilder Search Group
📍 Ontario