Executive Assistant & Client Service Administrator - Financial Services

Seeking an organized, dependable, and self-directed Executive Assistant & Client Service Administrator to support a busy Financial Planner.

Your purpose is simple: protect valuable client-facing time by taking ownership of the administrative work that follows meetings and client requests.

This is a demanding, phone-heavy role for someone who genuinely enjoys administration, learns quickly, and takes pride in getting things done properly.

What you will do

• Speak regularly with clients, investment companies, insurers, and banks.
• Prepare and track forms, signatures, submissions, and missing documents.
• Follow up until each request is complete and keep clients informed.
• Maintain accurate records in Salesforce and use multiple systems simultaneously.
• Protect confidential information and follow corporate and compliance procedures.

You will thrive if you

• Genuinely enjoy detailed administrative work and frequent phone conversations.
• Communicate clearly, confidently, and professionally in written and spoken English.
• Are curious, resourceful, and comfortable teaching yourself new systems and processes.
• Are organized, dependable, and able to manage competing priorities.
• Notice details, ask smart questions, take good notes, and catch on fast.
• Are comfortable working with technology and confidential information.

Experience in executive support, financial services, insurance, investments, banking operations, or client service is an asset, but a capable and motivated learner can succeed in this role.

References and Background Checks will be conducted as part of the recruitment process.