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Our client, a boutique wealth management practice in Markham, is seeking a highly organized and client-focused Branch Administrator to support their advisory team. This role is ideal for someone with hands-on experience in a wealth management or investment advisory environment, who thrives in a high-touch, client-facing position and takes pride in delivering exceptional service.
You will play a key role in supporting financial advisors, managing client interactions, and ensuring the smooth day-to-day operations of the office.
Compensation
- $60,000 – $65,000 base salary
Benefits & Perks
- Permanent Opportunity + Comprehensive health and dental benefits
- 3 weeks’ vacation + additional time off during office closure between Christmas and New Year
- Collaborative, close-knit team environment
- Strong exposure to wealth management operations and client servicing
- Opportunity for growth as the business expands
Key Responsibilities
- Act as the first point of contact for clients, delivering a professional and high-touch client experience (phone, email, and in-person)
- Manage advisor calendars and coordinate client meetings, including scheduling, confirmations, and preparation of meeting materials
- Monitor and manage multiple inboxes, ensuring timely, accurate, and professional communication with clients
- Support advisors with investment account administration, including account opening, transfers, and ongoing client record maintenance
- Prepare client-ready materials for portfolio reviews and meetings
- Liaise with clients and internal stakeholders to resolve inquiries efficiently and professionally
- Maintain CRM systems and ensure accuracy and completeness of client data
- Perform light office management duties (opening/closing office, supplies, meeting room setup)
- Provide general administrative and operational support to the advisory team
Qualifications & Experience
- 3–5+ years of experience in a wealth management, investment advisory, or financial services environment, supporting financial advisors
- Proven experience with:
- Investment account opening and transfers
- Portfolio review preparation
- Client servicing in a high-touch environment
- Exceptional verbal and written communication skills
- Strong organizational skills with the ability to manage multiple priorities and high volumes of communication
- High level of professionalism, attention to detail, and reliability
- Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM systems
- Experience with Dataphile and/or Croesus is a strong asset
- Comfortable working independently in a small, team-oriented office
At Aplin — together with our brands CompuStaff, Impact Recruitment, and Vantix Systems — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.