Description:
WK is Wilkenson & Keller. No matter your financial situation, an Assante advisor can provide you with complete wealth planning advice to help you achieve your goals.

We are looking for a proactive Financial Services Administrator to support our financial advisory team. Success in this role requires the ability to learn quickly, work independently, manage multiple finance programs, and communicate professionally with clients and colleagues. Discretion, organization, and attention to detail are essential.

Pay: $45,000.00-$52,000.00 per year

Full-time

Key Responsibilities

Provide administrative support to a busy financial advisory team

Manage client information and correspondence

Maintain schedules, calendars, and agendas

Assist with projects, onboarding, and special initiatives

Enter and process financial data, including transactions





Follow up with clients and advisors promptly

Communicate effectively and professionally with clients and team members

Maintain confidentiality and handle sensitive financial information

Qualifications

Secondary School Diploma (required)

1+ year administrative experience (preferred)

2+ years customer service experience (preferred)

1+ year financial services experience (preferred)

Comfortable using CRM programs

Solid verbal and written communication skills

Highly organized, detail‑oriented, and able to multitask

Contact
Send Cover and Resume to: [email protected]

61 Albert St, Stratford, ON N5A 3K2, Canada

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📌 WK Financial Planning Ltd (Ontario)
🏢 Downtown Stratford
📍 Ontario