27 Oct
|
Robert Half
|
Toronto
27 Oct
Robert Half
Toronto
We are looking for a Client Relations Administrator to support day-to-day coordination and client-facing administrative activities in Toronto, Ontario.
This Contract position is well suited with 1–2 years of experience in financial services, wealth management, or client service operations who is looking to build a long-term career in client relations and financial administration.
Responsibilities: Managing and reconciling recurring and ad hoc payments, including EFTs and wire transfers Processing cash withdrawals, deposits, and account transfers Supporting client onboarding activities and account transitions Assisting with transfers between financial institutions and asset conversions Supporting portfolio management activities, including account monitoring, portfolio administration, asset allocation updates, and ensuring client information is maintained accurately Utilizing Excel and other financial systems to support daily operations Collaborating closely with the Client Relations team and reporting to the Head of Client Relations
📌 Client Relations Administrator (Toronto)
🏢 Robert Half
📍 Toronto