Support clients and advisors with Microsoft Office expertise as a full-time, in-office Client Services Administrator in Winnipeg. Bayview Financial Group values warm, accurate service.
As a Client Services Administrator, you will support Bayview Financial Group’s Wealth Management and Group Benefits teams. You will manage communications, coordinate meetings, prepare compliant documents, and maintain accurate records. The position combines client service, financial administration, and operational support.
Key Responsibilities: Manage advisor phone calls and client email communications
Schedule and confirm client meetings
Resolve inquiries and direct requests to advisors
Prepare compliant documents, reports, and presentations
Process trades, insurance paperwork,
and client records
Requirements: Post-secondary education in Business Administration or Finance preferred
Administration, client service, financial services, or insurance experience preferred
Proficiency with Microsoft Word, Excel, and Outlook
Strong organization managing competing priorities and deadlines
Explicit communication, confidentiality, compliance, and detail orientation
Bring organized client service, financial administration, and Microsoft Office skills to Bayview Financial Group’s Winnipeg office.