Client Service Coordinator/Administrative Assistant
- Waterloo, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Experience
- Minimum of 2 years of office administration experience, preferably within the wealth management industry.
- Posting language
- English
- Posted
Original job description
Waterloo - Lee IFS
BLA Private Wealth | Raymond James Ltd.
Waterloo, Ontario | Full-Time | In-Office
About BLA Private Wealth
BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high ‑ quality financial guidance. We are seeking a reliable, organized, and client ‑ focused Client Services Coordinator / Administrative Assistant to join our team. This is a full time, in office role to ensure our office runs smoothly and our clients receive outstanding service at every touchpoint.
Position Overview
The Client Services Coordinator supports the advisory team by managing administrative operations, completing account-related tasks, and serving as the first point of contact for clients. The ideal candidate has strong experience in financial services administration - preferably within CIRO environment - and brings a proactive, detail-oriented approach to daily tasks.
Key Responsibilities
Client & Advisor Support
Interested candidates are invited to submit their résumé and a brief cover letter outlining their experience and suitability for the role.
We thank all candidates for their interest and advise that only those under consideration will be contacted.
We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contributions of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
Job
Wealth management
Primary Location
CA-ON-ON-Waterloo
Organization
PCG IFS
Schedule
Full-time
BLA Private Wealth | Raymond James Ltd.
Waterloo, Ontario | Full-Time | In-Office
About BLA Private Wealth
BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high ‑ quality financial guidance. We are seeking a reliable, organized, and client ‑ focused Client Services Coordinator / Administrative Assistant to join our team. This is a full time, in office role to ensure our office runs smoothly and our clients receive outstanding service at every touchpoint.
Position Overview
The Client Services Coordinator supports the advisory team by managing administrative operations, completing account-related tasks, and serving as the first point of contact for clients. The ideal candidate has strong experience in financial services administration - preferably within CIRO environment - and brings a proactive, detail-oriented approach to daily tasks.
Key Responsibilities
Client & Advisor Support
- Greet clients upon arrival and ensure a professional, welcoming experience.
- Answer incoming phone calls and emails; triage and delegate inquiries to the appropriate advisor or team member.
- Schedule and coordinate meetings for existing clients following structured communication cycles.
- Prepare and submit one ‑ time electronic fund transfers (EFTs), bank wires, and other client instructions.
- Assist with new account openings, updates, and documentation using dealer and custodial platforms.
- Prepare paperwork and review for accuracy and compliance requirements.
- Complete cheque deposits and bank runs as needed to support daily operations.
- Maintain office supplies, manage mail and courier deliveries, and keep client areas organized and presentable.
- Support general administrative processes, filing, document preparation, and record keeping.
- Assist advisors with follow-up tasks, tracking outstanding items, and ensuring timely completion.
- Contribute to ongoing improvements in workflow, efficiency, and client service standards.
- Minimum of 2 years of office administration experience, preferably within the wealth management industry.
- Investment Representative (IR) license is an asset (not required but strongly preferred).
- Knowledge of wealth management products, compliance processes, and industry terminology is an asset.
- Strong attention to detail, accuracy, and the ability to manage sensitive client information confidentially.
- Excellent communication skills - both written and verbal.
- Proficiency with MS Office (Outlook, Word, Excel) and comfort with learning new software platforms.
- Must be able to work full-time, in-office, with professionalism and reliability.
- Social media posting and marketing skills are definite assets.
- Client-centered mindset with a positive attitude.
- Highly organized, efficient, and comfortable managing multiple priorities.
- Team-oriented, adaptable, and proactive in supporting advisors and clients.
- Strong problem-solving skills and willingness to take ownership of tasks.
Interested candidates are invited to submit their résumé and a brief cover letter outlining their experience and suitability for the role.
We thank all candidates for their interest and advise that only those under consideration will be contacted.
We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contributions of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
Job
Wealth management
Primary Location
CA-ON-ON-Waterloo
Organization
PCG IFS
Schedule
Full-time
More about this job
Responsibilities
Support clients and advisors by greeting visitors, managing calls and emails, coordinating client meetings, and completing account-related tasks such as transfers, wires, account openings, and documentation. Maintain office operations and records, track follow-up items, and contribute to efficient workflows and high-quality client service.
Requirements
At least two years of office administration experience is required, preferably in wealth management; an Investment Representative license and knowledge of wealth management products and compliance are assets. Candidates should have strong communication, organization, accuracy, confidentiality, and Microsoft Office skills, and be able to work full-time in-office.
Skills
- Client Service
- Office Administration
- Account Administration
- Electronic Funds Transfers
- Bank Wires
- New Account Openings
- Compliance Documentation
- Client Communication
- Meeting Coordination
- Record Keeping
- Attention To Detail
- Confidentiality
- Microsoft Office
- Workflow Improvement
- Social Media Marketing
Visa sponsorship
Not detected in the job text
Categories
- Administrative
- Finance & Accounting
- Customer Service & Support
- Marketing
Keywords
- Wealth Management
- Financial Services
- Client Service
- Office Administration
- Investment Representative License
- CIRO
- Electronic Funds Transfers
- Bank Wires
- Account Openings
- Account Updates
- Dealer Platforms
- Custodial Platforms
- Compliance
- Client Documentation
- Cheque Deposits
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Meeting Coordination
- Client Communications
- Record Keeping
- Filing
- Workflow Improvement
- Social Media
- Marketing
- Background Verification
- Credit Check
- Criminal Record Check