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Branch Office Administrator — Client Support & Growth

Fairygodboss

Toronto

On-site

CAD 52,000 - 65,000

Full time

30+ days ago

Job summary

A prestigious financial services firm in Toronto is seeking a Branch Office Administrator to support financial advisors and provide exceptional service to clients. The role involves account management, administrative support, and fostering strong client relationships. Candidates should possess strong analytical thinking, attention to detail, and effective conversational skills. This full-time position offers competitive compensation and comprehensive benefits.

Benefits

401k or Group RRSP
Comprehensive health benefits
Paid time off including vacation and personal days

Qualifications

  • Provide exceptional service to clients through various channels.
  • Ability to learn and understand the financial services industry.
  • Work independently at the direction of the financial advisor.

Responsibilities

  • Manage client accounts and provide administrative support.
  • Develop relationships with clients and internal teams.
  • Handle various administrative tasks and streamline processes.

Skills

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Tools

Microsoft Office
Salesforce
MoneyGuide
Job description
A prestigious financial services firm in Toronto is seeking a Branch Office Administrator to support financial advisors and provide exceptional service to clients. The role involves account management, administrative support, and fostering strong client relationships. Candidates should possess strong analytical thinking, attention to detail, and effective conversational skills. This full-time position offers competitive compensation and comprehensive benefits.
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