Administrative & Client Service Associate
Contract – Maternity Leave Coverage | Remote
This role is designed for someone who can take administrative ownership off the advisor’s plate, keep priorities moving, and ensure nothing falls through the cracks.
We are seeking a highly capable, proactive, and detail-oriented Administrative & Client Service Associate to support a fast-paced financial services practice during a maternity leave coverage period. This is a fully remote, work-from-home role, and a laptop plus all necessary software will be provided. The position is maternity leave coverage with the opportunity to become a permanent full-time role for the right candidate.
What You’ll Do
- Provide high-level administrative and client service support in a professional, client-facing environment.
- Take ownership of assigned tasks from start to finish, ensuring completion without repeated follow-up.
- Provide regular updates, reminders, and status reports so priorities, deadlines, and outstanding items stay visible and moving forward.
- Build, refine, and maintain systems to organize daily processes and enhance CRM usage.
- Conduct thorough research and present clear, reasoned recommendations that reduce decision-making time.
- Prepare, review, and manage documentation with exceptional accuracy and attention to detail.
- Independently troubleshoot online systems and use available resources to find solutions before escalating questions.
- Support a practice where strong follow-through, proactive communication, and dependable execution are essential.
What We’re Looking For
- 3–5 years of related experience in administrative support, office coordination, operations support, or client service.
- Strong organizational skills and consistent attention to detail.
- Advanced proficiency in Microsoft Office, with the ability to improve workflows and confidently teach others helpful tools and shortcuts.
- Strong comfort level with online systems, including the ability to learn new platforms intuitively and troubleshoot independently.
- Professional written and verbal communication skills.
- Ability to work independently, manage multiple priorities, and maintain excellent follow-through in a fast-paced setting.
- Experience in a financial services, investment, insurance, or other professional services environment is a strong asset.
- Familiarity with CRM systems, digital workflows, and process improvement is an asset.
- Interest in future securities licensing with IPC Securities Corp is considered a bonus.
The Right Person
The ideal candidate is self-directed, resourceful, and confident in their ability to complete work accurately without constant reassurance. They are highly organized, pay close attention to detail, communicate clearly when tasks are completed, and anticipate next steps before being asked. They enjoy learning new systems, improving processes, and helping a team operate more efficiently.
Pay: $35,000.00-$50,000.00 per year
Benefits:
- Casual dress
- Mileage reimbursement
- Paid time off
- Work from home
Work Location: Remote
