Client Focused Financial Services Admin – Kitchener Ontario

Client Focused Financial Services Admin – Kitchener Ontario

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

14 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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