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 workplace, who thrives in a high‐touch, client‐facing position and takes pride in delivering exceptional service.Compensation$60,000 – $65,000 base salaryBenefits & PerksPermanent opportunity + comprehensive health and dental benefits3 weeks' vacation + additional time off during office closure between Christmas and New Yearcollaborative, close‐knit team environmentstrong exposure to wealth management operations and client servicingopportunity for growth as the business expandsKey ResponsibilitiesAct as the first point of contact for clients, delivering a qualified and high‐touch client experience (phone, email, and in‐person)Manage advisor calendars and coordinate client meetings, including scheduling, confirmations, and preparation of meeting materialsMonitor and manage multiple inboxes, ensuring timely, accurate, and professional communication with clientsSupport advisors within investment account administration, including account opening, transfers,



and ongoing client record maintenancePrepare client‐ready materials for portfolio reviews and meetingsLiaise with clients and internal stakeholders to resolve inquiries efficiently and professionallyMaintain CRM systems and ensure accuracy and completeness of client dataPerform light office management duties (opening/closing office, supplies, meeting room setup)Provide general administrative and operational support to the advisory teamQualifications & Experience3–5+ years of experience in a wealth management, investment advisory, or financial services environment, supporting financial advisorsProven experience with:Investment account opening and transfersPortfolio review preparationClient servicing in a high‐touch environmentExceptional verbal and written communication skillsStrong organizational skills with the ability to manage multiple priorities and high volumes of communicationHigh level of professionalism, attention to detail, and reliabilityProficiency in Microsoft Office (Outlook, Word, Excel) and CRM systemsExperience with Dataphile and/or Croesus is a strong assetComfortable working independently in a small, team‐oriented officeWe 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.

📌 Branch Administrator (Markham)
🏢 Aplin
📍 Markham