Become a pivotal team member as a Senior Client Services Administrator in Toronto's insurance and wealth management sector. This in-office role emphasizes client support and operational excellence.This prestigious advisory firm is known for assisting affluent clients with comprehensive tax and estate strategies. With over ten years in an administrative role and five in wealth management, you will bring precision and sophistication to client interactions. Your primary responsibility will be nurturing and expanding client relationships while managing vital documentation.Key Responsibilities:Manage a variety of service requests from clientsDocument correspondence and follow-ups meticulouslySupply policy information to clients and associated professionalsEnsure CRM records are current and preciseEngage in continuous learning of planning strategiesRequirements:10+ years in senior administrative or similar rolesAt least five years in life insurance or wealth managementStrong written and verbal communication abilitiesExceptional attention to detail and organizationProficiency in Microsoft Office SuiteContribute your expertise in client service to enhance the well-being and satisfaction of clients at a top-tier advisory firm.

📌 Client Services Administrator - $80,000 - $100,000 A Year (Toronto)
🏢 Gilder Search Group
📍 Toronto