Client Services & Administrative Assistant
Maternity Leave Coverage with Potential for Permanent Employment
Timmins Financial
Timmins, Ontario
Full-Time Position (Maternity Leave Coverage)
About Timmins Financial
Timmins Financial is a growing investment and insurance brokerage dedicated to helping individuals, families, and businesses achieve their financial goals. Through personalized advice, exceptional service, and long-term relationships built on trust, we strive to make a meaningful impact in our clients' lives.
We are currently seeking a highly organized, professional, and client-focused Client Services & Administrative Assistant to join our team. This position is initially intended to cover a maternity leave but offers the potential to transition into a permanent full-time role for the right candidate.
This is an excellent opportunity for someone who enjoys working directly with clients, managing administrative processes, and contributing to a collaborative, growth-oriented environment.
Position Overview
The Client Services & Administrative Assistant plays a key role in supporting advisors, managing client communications, coordinating office operations, and ensuring a seamless client experience.
As the first point of contact for many of our clients, the successful candidate will demonstrate professionalism, attention to detail, strong organizational abilities, and a commitment to outstanding service.
Key Responsibilities Administrative & Brokerage Support
- Provide day-to-day administrative support to advisors and team members
- Prepare, process, and monitor client documentation related to investments and insurance products
- Maintain accurate, organized, and compliant client records
- Track outstanding requirements, follow-ups, and deadlines
- Assist with operational processes, reporting, and workflow management
- Support office administration and special projects as required
Client Service & Communication
- Serve as the primary point of contact for inbound client inquiries
- Manage and triage incoming calls, directing clients to the appropriate team member when necessary
- Provide prompt and professional responses to routine client requests
- Schedule and coordinate client meetings, including in-person, virtual, and telephone appointments
- Manage advisor calendars and meeting logistics
- Act as a liaison between clients and advisors to facilitate timely communication and follow-up
- Deliver a consistent and exceptional client experience
QualificationsRequired Skills & Experience
- Exceptional organizational and time-management skills
- Strong verbal and written communication abilities
- Professional, positive, and client-focused attitude
- Excellent attention to detail and accuracy
- Strong problem-solving and multitasking abilities
- Proficiency with Microsoft Office applications including Outlook, Word, and Excel
- Ability to work independently while also collaborating within a team environment
Preferred Qualifications
- Previous experience in administration, customer service, financial services, insurance, banking, or a related field
- Experience working in a professional office environment
- Familiarity with investment or insurance industry processes is considered an asset but is not required
What We Offer
- Supportive and professional team environment
- Opportunity for ongoing learning and development
- Competitive compensation package
- Meaningful work helping clients achieve financial security
- Exposure to the financial services industry
- Opportunity for long-term career growth
- Potential for permanent employment following the maternity leave term
Why Join Timmins Financial?
At Timmins Financial, we believe our success is built on relationships. We are looking for someone who shares our commitment to professionalism, integrity, and exceptional client service. If you are passionate about helping others and are looking for an opportunity to grow within a respected financial services firm, we would love to hear from you.
How to Apply
Interested candidates are invited to submit their resume and cover letter to:
Shelby Madden: [email protected]
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Pay: $50,000.00-$60,000.00 per year
Benefits:
- On-site parking
- Paid time off
Work Location: In person
