Become a pivotal part of a boutique wealth management team in Markham as a Branch Administrator. Focus on client satisfaction and effective office operations within a supportive setting. Our client seeks an organized individual with 3-5+ years in a wealth management or financial services role.
As a Branch Administrator, you will provide high-level support to advisors, manage client communication, and ensure the smooth operation of a busy office. Serve as the first point of contact for clients
- Assist with investment account administration tasks
- Prepare client-ready materials for meetings Demonstrated experience with client servicing and account processes
- Familiarity with Microsoft Office and CRM systems
📌 Experienced Branch Administrator in Markham
🏢 Aplin
📍 Markham
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