One of our top growing financial service practice's that is dedicated to helping families and business owners create strong financial futures through thoughtful planning, protection, investments and long-term strategies is hiring for an Administrative & Client Support Coordinator.We are currently looking for a highly organized, detail-oriented Administrative & Client Support Coordinator to oversee and streamline day-to-day operations and deliver an exceptional client experience.This role offers the opportunity to become a key part of a boutique-style financial practice and contribute meaningfully to overall growth, efficiency and client support.Key ResponsibilitiesManage client follow-ups and ongoing communicationTrack insurance and investment applications through various stagesCoordinate documentation, signatures, and policy deliveryMaintain CRM/client records and administrative workflowsSchedule meetings and assist with calendar coordinationSupport onboarding and client service processesIdeal CandidateExperience in financial services, insurance, investments,



or administration is a strong assetStrong organizational and time management skillsResourceful, proactive, and comfortable managing responsibilities independentlyProfessional written and verbal communicationComfortable managing multiple moving pieces at onceDetail-oriented and process-drivenClient-service focused with a warm, professional approachFamiliarity with CRM systems, DocuSign, Microsoft Office, or similar tools is beneficialWhy Join?This is a support-focused position best suited for someone who enjoys being the organizational backbone of a growing practice, and takes pride in creating structure, consistency and a smooth client experience. Flexibility and long-term growth potential are important aspects of this opportunity.The right candidate will become an important part of a cooperative and client-focused environment where professionalism, trust, and strong relationships matter.Pay Range - $22.00-$25.00 per Hour#J-18808-Ljbffr

📌 Administrative & Client Support Coordinator - $22 - $25 An Hour (Winnipeg)
🏢 Serenia Life Financial
📍 Winnipeg