CLIENT RELATIONS ADMINISTRATOR

Financial Advisory Team

Location: Meaford, ON

Status: Full-Time | Monday – Friday, 9:00 AM – 5:00 PM

Compensation: $48,000 – $50,000 + Annual Profit Sharing (Range $5K - $12K) & Company Perks

Category: Essential On-site

About Our Firm

We are an independent and dynamic financial advisory team dedicated to transforming our clients’ financial landscapes. Our mission is to educate and empower our clients through honesty and integrity, assisting them in attaining optimal security and peace of mind. We take an active, holistic approach to wealth management, understanding that the work we do touches every aspect of our clients' lives.

INTEGRITY TRUST COMMUNITY SERVICE EXCELLENCE The Role

We are seeking a detail-oriented, client-focused Client Relations Co-ordinator to join our team. In this pivotal role, you will be the first point of contact for our clients and the operational backbone of our office. The ideal candidate thrives in a professional team environment, is highly adaptable, and is committed to making accountable, independent decisions that align with our corporate values.

Key Responsibilities

Client Experience & Relationship Management

- First Impressions: Act as the primary point of contact, greeting clients and managing incoming phone and email communications.
- Scheduling: Coordinate client-advisor meetings across in-office, Zoom, and phone platforms.
- Meeting Support: Facilitate the Client Service Model through meticulous meeting setup and file preparation.
- Engagement: Manage client appreciation efforts, including special occasion cards and event organization.

Financial & Account Administration

- GIC Management: Communicate with clients regarding GIC maturities and renewals; process purchases and applications.
- Data Integrity: Maintain accurate records within our CRM (Salesforce) and other financial systems.
- Compliance: Obtain and manage sensitive tax documentation (TFSA/RSP limits and NOAs).

Tax Season Coordination

- Reporting:



Log tax files and generate investment statements for clients.
- Processing: Coordinate the assembly, signing, and distribution of tax packages via DocuSign and mail.
- Accuracy: Ensure all tax returns and year-end summaries are filed and processed with 100% accuracy.

Qualifications & Skills

- Financial Literacy: Working knowledge of investments, specifically GICs, is highly preferred.
- Tech Proficiency: Advanced skills in Microsoft Office Suite, Zoom, and Salesforce.
- Detail-Oriented: Proven ability to prioritize high-volume tasks with total accuracy and qualified discretion.
- Adaptability: Ability to navigate the ever-changing financial industry and self-initiate support for team members.
- Communication: Exceptional customer service skills with a positive, professional attitude.
- Education & Experience: Post-secondary diploma in business/finance or experience in a financial advisory support role is considered a strong asset.

Why Join Us? At our firm, our first priority is people. We believe that building deep, supportive relationships is the only way to truly understand a client’s unique needs. When you join us, you aren't just managing files—you are an essential partner in executing each client's unique WEALTH MAP. We offer a professional, supportive atmosphere where your contribution directly impacts our clients' peace of mind.

Perks include: Competitive base salary, Profit Sharing opportunities, and additional company perks including summer hours, weekly team lunches.

How to Apply

Please submit your resume and a brief cover letter highlighting your experience and describe how you could contribute to being a great addition to our team. [email protected].

RBA Financial Group is an equal opportunity employer. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $48,000.00-$50,000.00 per year

Benefits

- Company events
- Paid time off
- Profit sharing

Ability to commute/relocate:
- Meaford, ON N4L 1X3: reliably commute or plan to relocate before starting work (required)

Experience:
- Customer service: 2 years (preferred)

Work Location: In person

📌 Client Relations Administrator (Meaford)
🏢 RBA Financial group
📍 Meaford