Bring organization and client service skills to a full time, salaried Office Administrator role supporting a busy financial firm.

You will keep daily office operations organized while helping clients, advisors, and partner companies. The work includes scheduling, client records, application paperwork, and follow-ups. Accuracy, privacy, and clear communication are essential when handling confidential information.

Key Responsibilities:

- Greet clients and respond thoughtfully to calls and emails
- Manage calendars and schedule advisor client meetings
- Prepare, review, and track insurance and investment applications
- Maintain accurate, complete, and secure client records
- Follow up with insurance and investment partner companies

Requirements:

- At least one year of office administration or client service experience
- High school diploma or equivalent
- Clear written and spoken English
- Willingness to sign a confidentiality agreement
- Legal right to work in Canada

Use organization, confidentiality, and client service skills to support advisors and clients across essential financial office operations.

📌 Financial Services Office Administrator (Canada)
🏢 Ascenthya
📍 Canada