Lajambe Financial is a growing financial advisory firm serving clients locally, regionally, and across Canada. Our team provides a broad range of professional services, including investment management, life insurance, group benefits, financial advisory, estate planning, and tax consulting. We are continuing to grow and are investing in our team, systems, and downtown Sault Ste. Marie office to support the next stage of the business.
We are looking for a Client Services Associate to support our client experience, reception, scheduling, document coordination, client file administration, and day-to-day office workflow. This is an entry-level to early-career opportunity for someone who is professional, organized, reliable, and interested in building a career in a high-performing financial services office.
At Lajambe Financial, every team member matters. We are a small business with high standards, and we expect our employees to take pride in their work, support each other, and understand that excellent client service depends on consistent execution behind the scenes.
What You Will Do
· Welcome clients and visitors and help create a professional, organized, and positive client experience.
· Schedule and prepare for client meetings, including meeting room setup and document coordination.
· Assist with client file preparation, document imaging, scanning, filing, and database updates.
· Support administrative processing across different business platforms and systems.
· Help ensure forms and client documents are complete, organized, and ready for review.
· Assist advisors and team members with general office administration and follow-up items.
· Maintain confidentiality and handle sensitive client information with care.
· Learn firm procedures, software, and compliance expectations over time.
· Answer and direct calls, manage messages, and assist with general client inquiries.
What We Are Looking For
· A professional, friendly, and service-oriented attitude.
· Strong organization, attention to detail, and willingness to learn.
· Clear communication skills and comfort speaking with clients by phone and in person.
· Ability to manage multiple tasks in a busy office environment.
· Proficiency with Microsoft Office, especially Outlook and Word.
· Administrative, reception, customer service, banking, insurance, or professional office experience is an asset.
· Post-secondary education in business, office administration, finance, accounting, or a related program is an asset.
· Discretion, reliability, and good judgment.
Compensation and Benefits
· Competitive compensation based on experience and the value the candidate can bring to the organization.
· Group benefits package.
· Matching Group RRSP retirement program.
· Potential for annual bonuses based on company performance.
· Long-term retention incentives may be available as part of the overall compensation package.
· Full-time office hours: Monday to Friday, 9:00 a.m. to 5:00 p.m.
How to Apply
Please submit your resume and any supporting information for consideration. Candidates selected for an interview will have an opportunity to demonstrate how their experience, attitude, and work habits align with the role and the expectations of Lajambe Financial.
Applications may be submitted by email to: [email protected]
Benefits:
- Company events
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- RRSP match
Work Location: In person
