Client Services Administrator

We're hiring a Client Services Administrator for Bayview Financial Group in Winnipeg. This is a full-time, in-office role.

The Opportunity

Are you the person who keeps everything running smoothly and makes every client feel looked after? Bayview Financial Group is looking for a Client Service Administrator to join our Winnipeg office. You will be the steady, friendly point of contact for our clients and the right hand to our advisors, supporting both our Wealth Management and Group Benefits teams.

About Bayview Financial Group

Bayview Financial Group is a trusted provider of financial planning and investment services, celebrated for its client-first approach and culture of innovation. Our team has earned the trust of the Winnipeg community by delivering customized financial solutions with excellence. We’re excited to welcome a new team member who shares our values and dedication.

Why Join Us

• Salary of $48,000 to $65,000 per year, depending on experience

• Group benefits and RRSP plan

• Support for professional development

• A collaborative team where your ideas are heard

• Real exposure to both financial planning and group benefits, with room to grow

What You Will Do

Client Service

• Manage phone calls and emails for our advisors, with warm and professional service every time
• Schedule and confirm client meetings
• Follow up on client inquiries and direct requests to the right advisor
• Engage with clients to resolve questions quickly and accurately

Advisor Support

• Prepare client documents, reports and presentations that meet compliance and regulatory standards

• Run life insurance quotes

• Run reports and support a variety of projects

Operations and Administration

• Process, track and follow up on investment trades for new and existing clients

• Prepare and process insurance paperwork for new and existing clients

• Maintain and update client records in our CRM

• Scan and file documents accurately

• Help manage our social media accounts

• Handle office supplies, mail and general administrative tasks

What You Bring

• Post-secondary education in Business Administration, Finance or a related field (preferred)

• Experience in administration, client service, financial services or insurance (preferred, but not required)

• Proficiency in Microsoft Office, especially Word, Excel and Outlook

• Strong organizational skills and the ability to manage competing priorities and deadlines

• Clear, friendly written and verbal communication

• Attention to detail and respect for confidentiality and compliance

• Comfort learning new systems

How to Apply

Send your resume and a brief cover letter to applications@bayviewfinancial.ca by Friday, November 6, 2026. Candidates who meet our expectations will be contacted by email about next steps