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 Clear communication, confidentiality, compliance, and detail orientation Bring organized client service, financial administration, and Microsoft Office skills to Bayview Financial Group’s Winnipeg office. #J-18808-Ljbffr

📌 Customer Care Agent Full Time/Agent(e) du service clientèle temps plein (Canada)
🏢 Emerald Ten
📍 Canada