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
- Be client facing and assist with a variety of client service requests.
- Document and track all correspondence, updates, and follow-up actions within internal systems.
- Provide policy details to clients, business owners, assignees, accountants, and other partners as required or needed.
- Maintain up-to-date CRM records, ledgers, and client summaries to support seamless workflow.
- Actively engage in learning to expand your knowledge of life insurance, planning strategies, and internal processes.
- Support team initiatives, special projects, events, client appreciation activities and presentations.
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.
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
Job ID: #16817643
Senior Client Services Administrator in Toronto employer: TalentSphere Staffing Solutions
Join a dynamic real estate development company in Burnaby, BC, where you will play a pivotal role in shaping financial strategies and operations. With a strong emphasis on employee growth, this organization fosters a collaborative work culture that values innovation and leadership. Enjoy competitive benefits and the opportunity to make a meaningful impact in a thriving industry.
Contact Details:
TalentSphere Staffing Solutions Recruitment Team
