Become a pivotal part of a boutique wealth management team in Markham as a Branch Administrator. Focus on client satisfaction and effective office operations within a supportive setting. Our client seeks an organized individual with 3-5+ years in a wealth management or financial services role. As a Branch Administrator, you will provide high-level support to advisors, manage client communication, and ensure the smooth operation of a busy office. Serve as the first point of contact for clients
• Assist with investment account administration tasks
• Prepare client-ready materials for meetings Demonstrated experience with client servicing and account processes
• Familiarity with Microsoft Office and CRM systems