Administrative & Client Support Coordinator

Serenia Life Financial - 23 emplois

Waterloo, ON

Posté aujourd'hui

Détails de l'emploi :

22,00 $ - 25,00 $ / heure

Temps plein

Gestion

One of our top growing financial service practice's that is dedicated to helping families and business owners create strong financial futures through thoughtful planning, protection, investments and long-term strategies is hiring for an Administrative & Client Support Coordinator.

We are currently looking for a highly organized, detail-oriented Administrative & Client Support Coordinator to oversee and streamline day-to-day operations and deliver an exceptional client experience.

This role offers the opportunity to become a key part of a boutique-style financial practice and contribute meaningfully to overall growth, efficiency and client support.

Key Responsibilities

Manage client follow-ups and ongoing communication
Track insurance and investment applications through various stages
Coordinate documentation, signatures, and policy delivery
Maintain CRM/client records and administrative workflows
Schedule meetings and assist with calendar coordination
Support onboarding and client service processes

Ideal Candidate

Experience in financial services, insurance, investments, or administration is a strong asset
Strong organizational and time management skills
Resourceful, proactive, and comfortable managing responsibilities independently
Professional written and verbal communication
Comfortable managing multiple moving pieces at once
Detail-oriented and process-driven
Client-service focused with a warm, professional approach
Familiarity with CRM systems, DocuSign, Microsoft Office, or similar tools is beneficial

Why Join?

This is a support-focused position best suited for someone who enjoys being the organizational backbone of a growing practice, and takes pride in creating structure, consistency and a smooth client experience. Flexibility and long-term growth potential are important aspects of this opportunity.

The right candidate will become an important part of a collaborative and client-focused environment where professionalism, trust, and strong relationships matter.

Pay Range - $22.00-$25.00 per Hour

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Foire aux questions

What is the role of the Administrative & Client Support Coordinator and where is it located?

This is a full-time role based in Waterloo, ON, focused on administrative and client support to streamline operations and deliver a smooth client experience.

What are the main duties of this position?

Key responsibilities include managing client follow-ups, tracking insurance and investment applications, coordinating documents and signatures, maintaining CRM records, scheduling meetings, and supporting onboarding and client service processes.

What qualifications or background are ideal for this role?

Ideal candidates have experience in financial services, insurance, investments, or administration, strong organizational skills, professional communication, and familiarity with CRM systems and tools like DocuSign or Microsoft Office.

What kind of environment is Serenia Life Financial offering for this role?

The position is described as a support-focused role in a collaborative, client-focused environment with professionalism, trust, and strong relationships as core values, and offers flexibility and long-term growth potential.

What is the pay for this Administrative & Client Support Coordinator position?

The pay range is $22.00–$25.00 per hour.