Senior Client Services Administrator
$80,000–$100,000 year
On-siteToronto, Ontario, Canada
Job Summary
Be client facing and assist with a variety of client service requests, representing the company with integrity, warmth, and precision across every interaction. Document and track all correspondence, updates, and follow-up actions within internal systems, while providing policy details to clients, business owners, accountants, and partners as required. Maintain up-to-date CRM records, ledgers, and client summaries to support seamless workflow. Actively engage in learning to expand knowledge of life insurance, planning strategies, and internal processes. Support team initiatives, special projects, events, and client appreciation activities. This multi-generational advisory firm supports the wealthy community with tax planning, estate preservation, philanthropy, and succession plans.
Required Qualifications
- 10+ years in a senior administrative, executive support or client facing service role
- 5+ years experience working within life insurance or wealth management space
- Superior written and verbal communication skills
- Exceptional attention to detail, accuracy, and organization, paired with a refined and sophisticated approach
- Strong proficiency in Word, Excel, PowerPoint, and Visio
- Strong aptitude for working with numbers and documentation
- Commitment to privacy, confidentiality, and the stewardship of sensitive client information
- Toronto IN-OFFICE 5 days/week
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