Financial Services Administrator | Toronto, Ontario, Canada Full Time

Location: Toronto, Ontario, Canada

Client / Employer Type: One of our financial planning and advisory client.

Minimum Education: Diploma or bachelor’s degree in business administration, finance, commerce, or a related field. Canadian financial-services course work will be preferred.

Years of Experience: 2 to 5 years of financial-services administration, client service, documentation, insurance, mutual funds support, or office operations experience.

Salary Range: Minimum salary: CAD 55,000 per year. Maximum salary: CAD 72,000 per year, depending on Canadian market experience and licensing support needs.

Job Overview

We urgently require candidates for one of our financial planning and advisory client in Toronto, Ontario, Canada. This role is suitable for a professional who can take ownership of day-to-day responsibilities, communicate clearly with internal teams and external stakeholders, and deliver dependable results in a busy work environment. The employer is looking for a candidate who understands the practical expectations of the banking & finance sector and can contribute from the first few weeks after onboarding.

Detailed Job Description

The selected candidate will be responsible for managing the core activities connected with the financial services administrator position. The work requires a balance of technical ability, documentation discipline, communication, and follow-through. Key responsibilities will include:

• Support advisors with client onboarding, account forms, document collection, CRM updates, meeting preparation, and follow-up tasks.
• Coordinate with custodians, fund companies, insurance providers, and clients to resolve routine documentation or service issues.
• Maintain accurate records, protect confidential client information, and ensure that forms are complete before submission.
• Help track deadlines, service requests, transfer paperwork, and compliance-related administrative items.

The position also requires regular coordination with managers, colleagues, vendors, customers, patients, site teams, or support functions depending on the nature of the assignment. The candidate will be expected to maintain records accurately, respond to issues in a timely manner, and escalate concerns before they create delays, service failures, safety concerns, or client dissatisfaction. The employer expects professional conduct, respect for confidentiality, punctual attendance, and a willingness to follow internal procedures even during periods of pressure or high workload.

Candidate Profile

The role is suited to a reliable administrator who understands confidentiality and can manage details without constant supervision. Strong written communication, calendar discipline, and client-service maturity are important. Final salary, roster, benefits, and joining timeline will be confirmed after employer interview, document verification, and approval of the final offer terms.

Work Authorisation / Compliance Notes

Candidates must be legally eligible to work in Canada. Licensing is not mandatory for all duties, but the employer may prefer candidates with IFIC, CSC, LLQP, or related financial-services training.