Senior Administrator | Financial Services

Waterdown, ON | Full-Time | Hybrid

Our client is an established, independent financial services firm with a strong focus on helping clients achieve long-term financial security through thoughtful wealth and insurance planning.

They are looking to add an experienced Senior Administrator to their team. This is a key role supporting advisors, clients, and the day-to-day administration of both the firm's wealth and insurance business.

The Opportunity

This position is well suited to someone with a solid financial services administration background who enjoys being hands-on, taking ownership, and working closely with advisors and clients.

Key responsibilities include:

- Providing senior administrative and client service support to advisors
- Preparing client meeting materials, reports, financial summaries, and documentation
- Managing client correspondence, scheduling, follow-ups, and service requests
- Processing wealth transactions, trade documentation, and account administration
- Managing the ongoing administration of in-force insurance policies
- Liaising with insurance carriers, fund companies, and other industry partners
- Maintaining accurate CRM records, workflows, reporting, and compliance documentation




- Supporting operational processes and identifying opportunities to improve efficiency
- Using Excel and other technology to organize and manage client and business information

What We're Looking For

• 5+ years of experience in financial services, insurance, wealth management, or a related environment

- Strong financial services administration and client service experience
- Experience with financial transactions and client documentation

• Exposure to both insurance and wealth administration is strongly preferred

- Strong CRM and Microsoft Office skills, including Excel
- Excellent organization, attention to detail, and follow-through
- Strong written and verbal communication skills
- Life insurance and/or mutual fund licensing is an asset
- Experience with an independent financial services firm is an asset The Ideal Candidate

You are proactive, organized, and dependable, with the ability to manage multiple priorities while maintaining a high level of accuracy. You enjoy supporting advisors and clients, take ownership of your work, and are comfortable working across both insurance and wealth administration.

📌 Senior Administrator (Waterdown)
🏢 The Vantage Talent Group
📍 Waterdown