Job Title

We are a recruiting firm searching for a talented Financial Administrator for one of our clients. This role is perfect for someone who is organized, detail-oriented, and ready to support a team in managing client administration and communication so the business can focus on growth and sales initiatives.ResponsibilitiesProcess and review daily business transactions related to client accountsPay regular invoicesSort and distribute incoming mail and manage email correspondencePrepare and maintain client files, paperwork, and meeting notesFollow up on action items from completed meetingsCollect and prepare loan applicationsBuild strong relationships with clientsComplete administrative tasks assigned by advisorsAssist advisors and Senior Admin with document collectionMaintain workflow database (Hubspot)Respond to various client requestsQualificationsWell organized and strong with numbersDiploma or postsecondary degree in a relevant discipline or equivalent experienceMinimum 2 years experience, preferably in financial services or bankingExcellent computer skills including Excel, Microsoft Outlook, Windows, and Adobe PDF managementCustomer service orientation and ability to interact professionally with clients both in person and over the phoneAbility to organize and prioritize multiple tasks under tight deadlines with discretionPersonality and SkillsAttention to detailIndependent problem-solving abilitiesExcellent written and verbal communication skillsCommitment to personal growthStrong interpersonal and technical skills with a desire to learnExperience in investments and insurance is a plus, insurance license preferredAbility to handle stressful situationsWhat Our Client OffersCompetitive compensation, adjusted for experienceAnnual performance-based bonus and pay raisesThree weeks of vacation to startHealth insurance and health spending accountAnnual education allowanceCell phone allowanceHealth club allowanceTravel expense per diemSome flexibility with work hours based on client needsExperience RequiredFinancial services: 2 yearsAdministrative: 2 years