Position: Senior Client Services Administrator
Industry Sector: Insurance & Wealth Management
Compensation: $80,000-100,000 plus benefits, bonus, pension, and a GREAT office environment
Location: Toronto IN-OFFICE 5 days/week
Role Overview:
Our client is a multi-generational advisory firm supporting the wealthy community with tax planning, estate preservation, philanthropy and succession plans. They are respected experts in a niche area.
This role will support the day-to-day service needs of clients, their accountants, and other trusted professionals—representing the company with integrity, warmth, and precision across every interaction.
Responsibilities include but are not limited to:
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Be client facing and assist with a variety of client service requests.
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Document and track all correspondence, updates, and follow-up actions within internal systems.
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Provide policy details to clients, business owners, assignees, accountants, and other partners as required or needed.
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Maintain up-to-date CRM records, ledgers, and client summaries to support seamless workflow.
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Actively engage in learning to expand your knowledge of life insurance, planning strategies, and internal processes.
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Support team initiatives, special projects, events, client appreciation activities and presentations.
Qualifications:
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10+ years in a senior administrative, executive support or client facing service role
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5+ years experience working within life insurance or wealth management space
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Superior written and verbal communication skills.
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Exceptional attention to detail, accuracy, and organization, paired with a refined and sophisticated approach.
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Strong proficiency in Word, Excel, PowerPoint, and Visio.
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Strong aptitude for working with numbers and documentation.
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Commitment to privacy, confidentiality, and the stewardship of sensitive client information.
Why this job???
Work in a beautiful, modern office with exposure to the leadership team. This company prioritizes work-life balance and well-being. They have a premium on-site fitness facility, offer a great compensation package with excellent health and wellness benefits and job stability.
TSSHP #LI-TS1
Job ID: #16817643
