Reception - Client Coordinator

• Front-desk reception: Answer inbound phone calls, warmly greet office visitors, and receive and process deliveries
• Manage the Advisor's calendar: Set up client meetings (both in-person and virtual), send email reminders, and make confirmation calls
• Manage the email inbox: Monitor the Advisor's inbox, flag messages requiring urgent responses, handle basic client queries, and manage your own professional inbox
• Office management: Ensure the office remains in excellent order, monitor and order office supplies, and set up the client room for back-to-back appointments
• Administrative support: Open new client accounts, process fund deposits and withdrawals, execute electronic fund transfers, review daily cash transactions, prepare comprehensive portfolio review packages, and maintain accurate client records
• Insurance management: Regularly check insurance company portal messages, send timely premium due reminders to clients, and run basic insurance quotes as requested

• 1 to 3 years of demonstrated experience in financial services administration, wealth management, or advisory support roles
• Ability to reliably commute to and work fully on-site at the Markham, ON office location
• A proactive mindset with a readiness to take administrative load off the advisory team
• Successful completion of a mandatory background verification process prior to employment, which includes both a credit check and a criminal record check
• Proficiency in Microsoft Office applications (Outlook, Word, Excel) and various CRM platforms
• Exceptional attention to detail and robust organizational skills to manage fluctuating workloads
• Excellent verbal and written communication skills to interact professionally with high-net-worth clients
• High maturity level with a consistently friendly, polished, and client-focused demeanor
• Strong critical thinking skills and the ability to exercise sound, independent judgment
• Capacity to reliably handle confidential, financial, and time-sensitive matters

Previous experience utilizing industry-specific software such as Dataphile and Croesus is considered a strong asset

• Competitive base salary ranging from $50,000 to $60,000 annually, complemented by a performance-based bonus structure
• Comprehensive group benefits plan, including extended health and dental coverage, as well as paramedical services (massage, physiotherapy, chiropractic, etc.)
• Security of life insurance and long-term disability coverage
• Two weeks of paid vacation per annum, provided in addition to standard statutory holidays
• Excellent work-life balance with a consistent Monday to Friday, 9:00 AM to 5:00 PM schedule and no regular overtime required
• Phenomenal opportunity for structured learning, professional development, and long-term career growth within the finance & accounting industry