Our client, a boutique wealth management practice in Markham, is seeking a highly organized and client-focused Branch Administrator to support their advisory team. This role is ideal for someone with hands‑on experience in a wealth management or investment advisory environment, who thrives in a high‑touch, client‑facing position and takes pride in delivering exceptional service.

Compensation

$60,000 – $65,000 base salary

Benefits & Perks

Permanent opportunity + comprehensive health and dental benefits

3 weeks’ vacation + additional time off during office closure between Christmas and New Year

collaborative, close‑knit team environment

strong exposure to wealth management operations and client servicing

opportunity for growth as the business expands

Key Responsibilities

Act as the first point of contact for clients, delivering a professional and high‑touch client experience (phone, email, and in‑person)

Manage advisor calendars and coordinate client meetings, including scheduling, confirmations, and preparation of meeting materials

Monitor and manage multiple inboxes, ensuring timely, accurate, and skilled communication with clients

Support advisors within investment account administration, including account opening, transfers, and ongoing client record maintenance

Prepare client‑ready materials for portfolio reviews and meetings





Liaise with clients and internal stakeholders to resolve inquiries efficiently and professionally

Maintain CRM systems and ensure accuracy and completeness of client data

Perform light office management duties (opening/closing office, supplies, meeting room setup)

Provide general administrative and operational support to the advisory team

Qualifications & Experience

3–5+ years of experience in a wealth management, investment advisory, or financial services environment, supporting financial advisors

Proven experience with:

Investment account opening and transfers

Portfolio review preparation

Client servicing in a high‑touch environment

Exceptional verbal and written communication skills

Strong organizational skills with the ability to manage multiple priorities and high volumes of communication

High level of professionalism, attention to detail, and reliability

Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM systems

Experience with Dataphile and/or Croesus is a strong asset

Comfortable working independently in a small, team‑oriented office

We welcome applicants from all backgrounds, experiences, and perspectives. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits.

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📌 Branch Administrator (Ontario)
🏢 Aplin
📍 Ontario