Preferred Planning Inc. | Kitchener, ON

Permanent Full-Time | Approx. 35 hours/week | $23.00/hour

Preferred Planning Inc. is seeking an organized, reliable and client-focused Administrative Assistant / Client Service Coordinator to join our financial-services office. This role combines reception, administration and client-service support. Financial-services experience is an asset but not required. We are prepared to train the right person who wants to learn and grow with our practice.

What We Offer

- $23.00/hour starting wage
- Approximately 35 paid hours per week
- Friday afternoons off
- No regular evenings or weekends
- 2 weeks’ vacation initially
- 3 weeks’ vacation after one completed year
- 5 paid sick days per year
- Additional paid Company closures, including potential Christmas/Current Year closures
- Formal compensation and development review after approximately 6 months
- Reimbursement for approved relevant courses/exams following successful completion
- Structured financial-services and systems training
- Opportunity to develop into broader client-service responsibilities
- Potential future industry education/licensing
- Potential opportunity to join a group benefits program around June 2027, subject to plan availability and eligibility

Schedule Initial training schedule: Monday–Thursday, 9:00 a.m.–5:30 p.m.; Friday, 9:00 a.m.–12:00 p.m. Following training, Monday–Thursday is expected to shift to 8:30 a.m.–5:00 p.m. Friday remains 9:00 a.m.–12:00 p.m.

Key Responsibilities

- Greet clients and answer/direct telephone calls
- Schedule and confirm appointments
- Manage email and routine correspondence
- Prepare, scan, organize and file documents
- Maintain accurate client and office records




- Complete data entry and record updates
- Assist with meeting preparation and administrative follow-up
- Monitor outstanding administrative items and workflows
- Protect confidential client and business information
- Provide general administrative and client-service support

Responsibilities may expand with training and experience.

What We’re Looking For

- Administrative, reception or customer-service experience
- Strong attention to detail and organization
- Professional telephone and email communication
- Comfortable working directly with clients
- Proficiency with Microsoft Word, Outlook and Excel
- Ability to handle confidential information appropriately
- Reliable follow-through and willingness to learn
- Ability to work independently after training

Experience in financial services, insurance, banking, accounting or another regulated environment is an asset but not required.

Career Development

This is intended to be more than a basic reception position. The successful candidate will receive structured training and may gradually take on greater client-service and financial-services administrative responsibilities. Approved relevant courses and examinations may be reimbursed following successful completion. A formal compensation and development review will take place after approximately six months.

How to Apply

Please submit your résumé outlining relevant administrative, reception or client-service experience. Candidates selected for an interview will be asked about availability, Microsoft 365 skills, administrative accuracy, client-service experience and career-development interests.

Pay: From $23.00 per hour

Expected hours: 35.0 per week

Benefits

- On-site parking
- Paid time off

Work Location: In person

📌 Administrative Assistant / Client Service Coordinator (Kitchener)
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