Job opportunity
Financial Services Office Administrator
Ascenthya
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.
#J-18808-Ljbffr
Apply on source site 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.
#J-18808-Ljbffr