Reception - Client Coordinator

Are you a highly organized professional looking to elevate your career within the wealth management sector?
Randstad is partnering with a premier boutique wealth advisory practice in Markham, Ontario, to find a dedicated Reception - Client Coordinator for a vital finance & accounting role.

This full-time, in-office position requires exceptional communication skills to act as the first point of contact for high-net-worth clients and to provide seamless administrative support to a Senior Wealth Advisor. Your day-to-day will be dynamic, encompassing welcoming front-desk management, flawless calendar and inbox coordination. You will also take ownership of insurance management duties, prepare comprehensive portfolio reviews, and ensure the office environment remains pristine.
Offering a fantastic work-life balance with a Monday to Friday, 9:00 AM to 5:00 PM schedule and no mandatory overtime, this role is perfect for a mature, detail-driven individual with 1 to 3 years of experience who thrives in a high-trust environment and is ready to build a long-term career.

Advantages
• Competitive base salary ranging from $50,000 to $60,000 annually, complemented by a performance-based bonus structure.
• Comprehensive group benefits plan, including extended health and dental coverage, as well as paramedical services (massage, physiotherapy, chiropractic, etc.).
• Security of life insurance and long-term disability coverage.
• Two weeks of paid vacation per annum, provided in addition to standard statutory holidays.
• Excellent work-life balance with a consistent Monday to Friday, 9:00 AM to 5:00 PM schedule and no regular overtime required.
• Phenomenal opportunity for structured learning, professional development, and long-term career growth within the finance & accounting industry.

Responsibilities
• Front-desk reception: Answer inbound phone calls, warmly greet office visitors, and receive and process deliveries.
• Manage the Advisor's calendar: Set up client meetings (both in-person and virtual), send email reminders, and make confirmation calls.
• Manage the email inbox: Monitor the Advisor's inbox, flag messages requiring urgent responses, handle basic client queries, and manage your own professional inbox.
• Office management: Ensure the office remains in excellent order, monitor and order office supplies, and set up the client room for back-to-back appointments.
• Administrative support: Open new client accounts, process fund deposits and withdrawals, execute electronic fund transfers, review daily cash transactions, prepare comprehensive portfolio review packages, and maintain accurate client records.
• Insurance management: Regularly check insurance company portal messages, send timely premium due reminders to clients, and run basic insurance quotes as requested.

Qualifications
• 1 to 3 years of demonstrated experience in financial services administration, wealth management, or advisory support roles.
• Ability to reliably commute to and work fully on-site at the Markham, ON office location.
• A proactive mindset with a readiness to take administrative load off the advisory team.
• Successful completion of a mandatory background verification process prior to employment, which includes both a credit check and a criminal record check.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel) and various CRM platforms.
• Exceptional attention to detail and robust organizational skills to manage fluctuating workloads.
• Excellent verbal and written communication skills to interact professionally with high-net-worth clients.
• High maturity level with a consistently friendly, polished, and client-focused demeanor.
• Strong critical thinking skills and the ability to exercise sound, independent judgment.
• Capacity to reliably handle confidential, financial, and time-sensitive matters.
• Previous experience utilizing industry-specific software such as Dataphile and Croesus is considered a strong asset.

Summary
If this Reception - Client Coordinator role isn't the perfect fit, reach out to discover more finance & accounting opportunities tailored to your career goals.

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.