Overview

ClearPath Wealth Group
Windsor & Tilbury, Ontario
Full time | In-Person
$45,000–$55,000 per year, depending on experience

Join Our Team

ClearPath Wealth Group is looking for a motivated, organized, and personable Administrative & Client Service Assistant to join our team.

This is a full-time position working from both our Windsor and Tilbury offices on a rotating schedule. The successful candidate will play an important role in supporting our advisors, assisting our clients, and helping ensure the day-to-day operations of our offices run smoothly.

We are looking for someone who enjoys working with people, takes pride in being organized and dependable, and understands the importance of providing an exceptional client experience.

Previous experience in the financial services and/or insurance industry is preferred and would be a significant asset.

What You'll Do

As an Administrative & Client Service Assistant, you will work closely with our advisors and other members of our team. Your responsibilities will include:

- Providing administrative and client-service support to advisors
- Greeting clients and creating a qualified and welcoming office experience
- Answering telephone calls and assisting with general client inquiries
- Scheduling and coordinating client appointments and meetings
- Preparing, processing, organizing, and maintaining client documentation
- Assisting with account applications, forms, and other administrative paperwork
- Maintaining accurate and up-to-date client records
- Following up on outstanding documentation and client service requests
- Communicating with clients, financial institutions, insurance companies, and other third parties
- Assisting with administrative follow-up arising from client meetings
- Handling confidential and sensitive client information with a high degree of discretion
- Helping ensure both offices remain organized and operate efficiently

What We're Looking For

We believe the right personality, professionalism, and work ethic are just as important as experience. Our ideal candidate is:

- Professional, friendly, and comfortable interacting with clients




- Highly organized with excellent attention to detail
- Dependable and able to follow through on commitments
- An effective written and verbal communicator
- Comfortable managing multiple priorities and deadlines
- Able to work independently while also being a strong team member
- Comfortable learning new technology, software, and administrative systems
- Proactive and willing to take initiative
- Discreet and professional when handling confidential client information
- Committed to providing a high level of client service

Experience & Qualifications

- Previous administrative and/or client-service experience is preferred
- Experience in financial services, wealth management, investments, banking, and/or insurance is preferred
- Strong computer and general office technology skills
- Excellent written and verbal communication skills
- Strong organizational and time-management abilities
- Reliable transportation and the ability to work from both office locations

Work Schedule & Locations

This is a 37.5-hour-per-week, Monday-to-Friday position.

Regular hours are 8:30 a.m. to 4:30 p.m., including two paid breaks and a 30-minute unpaid lunch.

The successful candidate will work between our Windsor and Tilbury offices on a rotating schedule. Reliable transportation and the ability to commute to both locations are required.

Compensation, Benefits & Time Off

We believe in providing a competitive compensation package along with a schedule that supports a healthy work-life balance.

The position includes:

- Annual salary of $45,000–$55,000, depending on experience and qualifications
- 37.5-hour work week
- Consistent Monday-to-Friday, 8:30 a.m.–4:30 p.m. schedule
- Two weeks of paid vacation




- Additional paid time off during our customary office closure between Christmas and New Year's
- A paid day off for your birthday
- Paid statutory holidays
- Employee benefits, with 50% of the cost covered by the employer following successful completion of the probationary period
- A skilled, collaborative, and supportive team environment
- Opportunities to expand your knowledge and responsibilities within the financial services and insurance industries

Why Join ClearPath Wealth Group?

At ClearPath Wealth Group, we believe great client relationships begin with outstanding people.

You'll be joining a professional, client-focused environment where your contribution matters. This is more than a traditional administrative position—we're looking for someone who can become an important part of our team, develop strong relationships with our clients, and grow their knowledge and responsibilities over time.

We value professionalism, teamwork, attention to detail, initiative, and above all, taking outstanding care of our clients.

Position Details

Position: Administrative & Client Service Assistant – Financial Services
Employment: Full-Time
Hours: 37.5 hours per week
Schedule: Monday–Friday, 8:30 a.m.–4:30 p.m.
Salary: $45,000–$55,000 per year, depending on experience and qualifications
Location: Windsor & Tilbury, Ontario
Work Arrangement: In-person, rotating between both office locations

How to Apply

If you're organized, personable, detail-oriented, and interested in building a career in a professional financial services environment, we'd like to hear from you.

Please submit your resume along with a brief introduction outlining your experience and why you believe you would be a good fit for the position.

We appreciate the interest of all applicants. Only candidates selected for an interview will be contacted.

Pay: $45,000.00-$55,000.00 per year

Benefits:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Work Location: In person

📌 Administrative & Client Service Assistant – Financial Services (Windsor)
🏢 ClearPath Wealth Group
📍 Windsor