Senior Administrator | Financial Services
Waterdown, ON | Full-Time | Hybrid
Our client is an established, independent financial services firm with a strong focus on helping clients achieve long-term financial security through thoughtful wealth and insurance planning.
They are looking to add an experienced Senior Administrator to their team. This is a key role supporting advisors, clients, and the day-to-day administration of both the firm's wealth and insurance business.
The Opportunity
This position is well suited to someone with a strong financial services administration background who enjoys being hands-on, taking ownership, and working closely with advisors and clients.
Key responsibilities include:
- Providing senior administrative and client service support to advisors
- Preparing client meeting materials, reports, financial summaries, and documentation
- Managing client correspondence, scheduling, follow-ups, and service requests
- Processing wealth transactions, trade documentation, and account administration
- Managing the ongoing administration of in-force insurance policies
- Liaising with insurance carriers, fund companies, and other industry partners
- Maintaining accurate CRM records, workflows, reporting, and compliance documentation
- Supporting operational processes and identifying opportunities to improve efficiency
- Using Excel and other technology to organize and manage client and business information
What We're Looking For
• 5+ years of experience in financial services, insurance, wealth management, or a related environment
- Strong financial services administration and client service experience
- Experience with financial transactions and client documentation
• Exposure to both insurance and wealth administration is strongly preferred
- Strong CRM and Microsoft Office skills, including Excel
- Excellent organization, attention to detail, and follow-through
- Strong written and verbal communication skills
- Life insurance and/or mutual fund licensing is an asset
- Experience with an independent financial services firm is an asset
The Ideal Candidate
You are proactive, organized, and dependable, with the ability to manage multiple priorities while maintaining a high level of accuracy. You enjoy supporting advisors and clients, take ownership of your work, and are comfortable working across both insurance and wealth administration.
