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Advisor & Client Service Administrator

MARBECK Benefit Consulting Ltd
Waterloo, ON

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Détails du poste

Permanent | Temps plein
Il y a 5 jours

Avantages

Assurance Maladie Complémentaire
Cotisation égale au RÉER
REER

Compétences

Logiciels de GRC/CRM
Investissement
Tenue de dossiers
Communication avec la clientèle
Coordination des exigences de souscription
Communication avec les clients
Études postsecondaires
Expérience en soutien administratif
Classement
Amélioration des processus
Microsoft Office
Finance
Expérience administrative
Service à la clientèle
Orientation axée sur le service à la clientèle
Sens de l'organisation
Soutien à la clientèle
Services financiers
Gestion des documents
Affaires
Compétences en communication
Interaction avec les clients

Description complète du poste

Advisor & Client Service Administrator

Waterloo, Ontario | Full-Time | In-Office

MARBECK Benefits Consulting is looking for an experienced Advisor & Client Service Administrator to join our growing financial services team.

This role is ideal for someone with experience in wealth management, investment administration, insurance administration, or financial services who enjoys working closely with advisors and clients and takes pride in keeping things organized, accurate, and moving forward.

The successful candidate will provide day-to-day administrative and client service support to our Advisors across both individual investments and insurance, while also contributing to the broader administrative needs of our office.

This is an excellent opportunity for someone who enjoys being an important part of the client relationship and wants to build a long-term career within a growing, entrepreneurial financial services organization.

About Us

MARBECK Benefits Consulting is an independent financial services firm based in Waterloo, Ontario. We work with individuals, families, businesses, and organizations across a range of employee benefits, retirement, investment, and insurance needs.

We pride ourselves on long-term relationships, responsive service, practical advice, and taking exceptional care of our clients.

Our team works collaboratively in a professional but approachable small-business environment where people are trusted to take ownership of their responsibilities and contribute wherever they can make a difference.

About the Role

As our Advisor & Client Service Administrator, you will work closely with our Advisors to support the ongoing needs of individual investment and insurance clients.

You will help coordinate new business, process client service requests, prepare Advisors for client meetings, communicate with clients and financial institutions, maintain accurate records, and ensure outstanding items are followed through to completion.

This is more than a transactional processing role. We are looking for someone who can become a trusted administrative partner to our Advisors - someone who understands what needs to happen next, proactively follows up, and helps ensure our clients receive a consistently high level of service.

The position will also provide general administrative and office support to the broader MARBECK team as required.

Key Responsibilities- Advisor & Client Support

Provide day-to-day administrative and client service support to one or more Financial Advisors
Help Advisors prepare for client meetings by gathering account information, statements, policy information, reports, forms, and other relevant documentation
Schedule client meetings and coordinate meeting preparation and follow-up
Communicate directly with clients regarding administrative matters, outstanding information, documentation, signatures, and the status of service requests
Track outstanding client matters and proactively follow up to ensure requests are completed
Maintain organized and accurate client records within our CRM and other systems
Assist with electronic signatures, document management, correspondence, and client communications

Investment Administration

Prepare and process investment applications, account documentation, and client service requests
Support the opening and ongoing maintenance of RRSPs, RRIFs, TFSAs, RESPs, non-registered accounts, and other investment accounts
Coordinate transfers between financial institutions and follow outstanding transfers through to completion
Process contributions, withdrawals, account changes, beneficiary updates, and other investment-related requests
Retrieve and organize investment statements, reports, transaction information, and account details
Liaise with investment companies, financial institutions, dealers, custodians, and our back-office partners to resolve administrative matters

Individual Insurance Administration

Assist Advisors with the preparation and processing of life insurance and other individual insurance applications
Coordinate outstanding underwriting requirements, signatures, documentation, and policy delivery requirements
Assist with policy service requests, including beneficiary changes, ownership changes, banking updates, and other policy amendments
Obtain policy information, illustrations, statements, and other information required for Advisor and client reviews
Follow up with insurance carriers and back-office partners regarding outstanding applications and service requests
Help maintain accurate insurance policy and client records

General Office & Team Support

Provide general administrative support to the broader MARBECK team as required
Assist with incoming calls, scheduling, correspondence, document preparation, scanning, filing, and records management
Help maintain organized administrative processes and workflows across the office
Provide administrative coverage and support to other team members during vacations, leaves, or periods of increased workload
Contribute to process improvements and help identify opportunities to make our client service and administrative processes more efficient

What We're Looking For

Previous experience in wealth management, investment administration, financial planning, insurance administration, or a similar financial services environment
Experience with registered and non-registered investment accounts, transfers, transactions, and related documentation
Strong administrative skills and exceptional attention to detail
Excellent written and verbal communication skills
Confidence and professionalism when communicating directly with clients
Strong organizational skills and the ability to manage multiple priorities and deadlines
A proactive mindset - you don't simply wait for the next task; you follow things through and help keep Advisors and clients organized
Strong problem-solving skills and the ability to work independently while knowing when to ask for assistance
Discretion and professionalism when handling confidential personal and financial information
Strong proficiency with Microsoft Office and comfort learning CRM, investment, insurance, and financial services platforms
A positive, collaborative attitude and willingness to help across a small team when required

Experience & Qualifications

2+ years of relevant financial services administration or client service experience is preferred
Investment or wealth management administration experience is strongly preferred
Individual insurance administration experience is a strong asset
·Experience working with investment dealers, fund companies, insurance carriers, MGAs, or other financial institutions is an asset
LLQP licensing is considered an asset but is not required
Post-secondary education in business, finance, financial services, administration, or a related field is preferred
Ability to successfully complete a criminal background and credit check

We are open to candidates with different combinations of investment and insurance experience. A strong financial services administrator with experience in one area and a willingness to learn the other is encouraged to apply.

What We Offer

Annual compensation of $55,000-$65,000, based on experience and qualifications
Comprehensive employee benefits plan
Employer-sponsored RRSP program
A collaborative, professional, and respectful small-team environment
The opportunity to work directly with experienced Financial Advisors and develop meaningful client relationships
Exposure to both investment and individual insurance administration
Opportunities to expand your knowledge, responsibilities, and financial services experience as the business grows
A stable, full-time position within a growing independent financial services organization
An in-office environment in Waterloo where collaboration, accountability, relationships, and exceptional client service are highly valued

How to Apply

If you have financial services administration experience and enjoy being the person who keeps Advisors, clients, and important details organized, we'd love to hear from you.

Please submit your resume and a brief cover letter outlining your experience and interest in the position.

We thank all applicants for their interest; only those selected for an interview will be contacted.

Pay: $55,000.00-$65,000.00 per year

Benefits:

Extended health care
RRSP match

Application question(s):

Do you have reliable transportation to Waterloo, ON?
Do you have 2+ years of relevant financial services administration or client service experience?
Do you have experience working with investment dealers, fund companies, insurance carriers, MGAs, or other financial institutions?
Do you have post-secondary education in business, finance, financial services, administration, or a related field?

Work Location: In person

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