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. Permanent prospect + comprehensive health and dental benefits ~3 weeks’ vacation + additional time off during office closure between Christmas and New Year ~ strong exposure to wealth management operations and client servicing ~ 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 Support advisors within investment account administration, including account opening, transfers,



and ongoing client record maintenance Prepare client‑ready materials for portfolio reviews and meetings 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 3–5+ years of experience in a wealth management, investment advisory, or financial services environment, supporting financial advisors ~ Investment account opening and transfers ~ Client servicing in a high‑touch setting 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

📌 Branch Office Administrator (Markham)
🏢 Aplin
📍 Markham