We're hiring a Client Services Administrator for Bayview Financial Group in Winnipeg. This is a full-time, in-office role.
The Opportunity Are you the person who keeps everything running smoothly and makes every client feel looked after? Bayview Financial Group is looking for a Client Service Administrator to join our Winnipeg office. You will be the steady, friendly point of contact for our clients and the right hand to our advisors, supporting both our Wealth Management and Group Benefits teams.
About Bayview Financial Group Bayview Financial Group is a trusted provider of financial planning and investment services, celebrated for its client-first approach and culture of innovation. Our team has earned the trust of the Winnipeg community by delivering customized financial solutions with excellence. We’re excited to welcome a new team member who shares our values and dedication.
Why Join Us Salary of $48,000 to $65,000 per year, depending on experience
Group advantages and RRSP plan
Support for professional development
A collaborative team where your ideas are heard
Real exposure to both financial planning and group benefits, with room to grow
What You Will Do Client Service Manage phone calls and emails for our advisors, with warm and professional service every time




Schedule and confirm client meetings
Follow up on client inquiries and direct requests to the right advisor
Engage with clients to resolve questions quickly and accurately
Prepare client documents, reports and presentations that meet compliance and regulatory standards
Run reports and support a variety of projects
Operations and Administration Process, track and follow up on investment trades for new and existing clients
Prepare and process insurance paperwork for new and existing clients
Maintain and update client records in our CRM
Scan and file documents accurately
Handle office supplies, mail and general administrative tasks
What You Bring Post-secondary education in Business Administration, Finance or a related field (preferred)
Experience in administration, client service, financial services or insurance (preferred, but not required)
Proficiency in Microsoft Office, especially Word, Excel and Outlook
Strong organizational skills and the ability to manage competing priorities and deadlines
Clear, friendly written and verbal communication
Attention to detail and respect for confidentiality and compliance
Comfort learning new systems

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📌 Client Services Administrator (Manitoba)
🏢 Emerald Ten
📍 Manitoba