Client-Focused Financial Services Admin – Kitchener (Ontario)

Client-Focused Financial Services Admin – Kitchener (Ontario)

12 Oct
|
Wagner, Livock & Associates Financial Services
|
Ontario

12 Oct

Wagner, Livock & Associates Financial Services

Ontario

Wagner, Livock & Associates Financial Services Inc. in Canada seeks a Financial Services Administrator to support the full lifecycle of client relationships, from onboarding through transactions, compliance, and reviews.
You will work with our principal, advisors, and clients on life decisions including retirement planning, estate planning, group advantages, and asset transfers, reporting to management and coordinating with licensed advisors.

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📌 Client-Focused Financial Services Admin – Kitchener (Ontario)
🏢 Wagner, Livock & Associates Financial Services
📍 Ontario

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