Client-Focused Financial Services Admin – Kitchener

Client-Focused Financial Services Admin – Kitchener

12 Oct
|
Wagner, Livock u0026 Associates Financial Services
|
Kitchener

12 Oct

Wagner, Livock u0026 Associates Financial Services

Kitchener

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.

📌 Client-Focused Financial Services Admin – Kitchener
🏢 Wagner, Livock u0026 Associates Financial Services
📍 Kitchener

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