Become a Client Service Administrator with Canada Life, working at Investment Planning Counsel in a hybrid environment based in Aurora, Ontario. Focus on delivering outstanding client experiences while supporting Advisors.In this full time position, you'll assist in all aspects of client service, ensuring smooth operations and regulatory compliance. Your contributions will range from meeting preparation to maintaining client records, underscoring your role as a crucial support to financial Advisors. Attention to detail and a client-first attitude will set you apart.Key Responsibilities:Engage with clients as the first point of contactPrepare materials for advisor-client meetingsSupport onboarding and manage service requestsProcess client documentation and ensure record accuracyAssist Advisors with workflow and schedule managementRequirements:High school diploma; preferred post-secondary education in businessExperience supporting Advisors in financial settings consideredStrong communication and problem-solving skillsKeen attention to detail and organizationProficiency in MS Office and CRM systemsUtilize your expertise in client service to foster meaningful relationships and improve workflows at IPC.

📌 Client Service Administrator At Canada Life (Toronto)
🏢 Canada Life
📍 Toronto