Join a Premier HNW Wealth Practice as a Dedicated Client Operations Associate | Hybrid | Etobicoke
The Opportunity
Are you an administrative professional who thrives on operational perfection, seamless client service, and being the operational backbone of a high-performing team? We are seeking a dedicated Client Operations Associate who truly enjoys the craft of administrative excellence and wants to build a rewarding, long-term career in a high-touch support role.
Please note: This is a long-term, specialized administrative position designed specifically for someone who loves client service, operations, and practice management. It is not an entry-level stepping stone toward becoming an Investment Advisor or Financial Planner.
Why You’ll Love It Here:
- Autonomy & Mastery: Take full ownership of the operational engine of a mature, long-established High-Net-Worth practice.
- Stability & Culture: Work in a collaborative, supportive environment where your administrative expertise is recognized, respected, and directly vital to our success.
- Sophistication: Partner with senior advisors using top-tier industry tools and systems.
- Work-Life Balance: A structured hybrid work model designed for consistency and focus.
What You’ll Own:
- Practice Coordination: Managing the Senior Advisor’s calendar and workflow, preparing meeting materials, and maintaining flawless records within Maximizer CRM.
- Client Experience & Concierge: Act as the primary administrative point of contact for HNW families, handling day-to-day requests, account onboarding, and relationship management with polish and care.
- Operational & Regulatory Integrity: Executing account setup, trade processing, KYC/AML updates, and maintaining full CIRO compliance accuracy.
Qualifications:
- Experience: 3+ years of administrative support experience within a wealth management/financial services environment
- Mindset: A strong commitment to a career in administrative operations, with exceptional attention to detail, strong interpersonal finesse, and pride in deliverable accuracy.
- Tech Proficiency: Hands-on experience with MS Office (strong Excel),wealth management platforms and CRM.
Ready to anchor our operations and deliver exceptional client support? Let’s have a confidential conversation.
📩 Contact: David J. Corsini, Principal | Hunter Mercantile Search Consultants
