Administrative & Client Support Coordinator

Serenia Life Financial Waterloo, Ontario 5 days ago

Type Full Time
Pay C$22 – C$25/hour
Work Onsite

As a Administrative & Client Support Coordinator, the work centres on 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. It would suit someone who can bring strong organizational and time management skills to the role.

Known job details

  • Pay: $22.00-$25.00 per Hour
  • $22.00-$25.00 per Hour.

Likely focus of the role

  • 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.
  • Managing client follow-ups and ongoing communication.
  • Track insurance and investment applications through various stages.

Requirements mentioned

  • Experience in financial services, insurance, investments, or administration is a strong asset.
  • Deliver an exceptional client experience.
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