Client-Focused Financial Services Admin – Kitchener

Client-Focused Financial Services Admin – Kitchener

13 Oct
|
Wagner, Livock & Associates Financial Services
|
Kitchener

13 Oct

Wagner, Livock & 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.

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

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