Job Description

About the Role

Reporting to the VP, Capital Markets, the

Client Care Specialist - Investor Support

plays a key role in supporting Equiton's growing Retail Sales team by ensuring the team operates efficiently and effectively. This role provides critical administrative and operational support to Senior Sales Associates and leadership, helping to organize meetings, prepare client materials, maintain records, and coordinate internal communications. You will directly contribute to the team's success by ensuring a smooth flow of information and consistent delivery of a best-in-class client experience.

Key Responsibilities

Provide day-to-day administrative and operational support to the Capital Markets team.

Coordinate meetings, events, and client activities including scheduling, logistics, and materials preparation.

Prepare and maintain client documentation, sales presentations, reports, and related correspondence.

Track and update CRM data, ensuring accurate and timely input of client and prospect information.

Proactively reach out to prospective and existing investors through outbound calls to coordinate meetings and foster ongoing engagement.

Collaborate closely with internal departments to ensure seamless execution of sales initiatives.

Assist with onboarding processes for new investors and the maintenance of investor materials and documentation.

Manage ad hoc projects, administrative tasks, and requests from the VP, Capital Markets and Senior Associates.

What You Bring:

1-3 years of administrative or coordination experience, ideally within financial services, real estate, or professional services.

Post-secondary degree or diploma in Business Administration, Commerce, or a related field.

Excellent organizational and time management skills, with strong attention to detail.

Strong written and verbal communication skills.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); CRM experience an asset.

Ability to multitask and prioritize effectively in a fast-paced, collaborative environment

Professional, proactive, and client-service oriented.

Predictive Index Assessments

As part of our hiring process, candidates complete two short assessments from Predictive Index:

A

Behavioural Assessment

(5-10 minutes, untimed) to understand your work and communication style.

A

Cognitive Assessment

(12-minute timed) to measure learning and problem-solving abilities.

These are not tests of intelligence or experience, they simply help us understand how you work best.

Start the Behavioural Assessment here: https://assessment.predictiveindex.com/bo/3S57/ClientCareSpecialist

After completing the first assessment, you'll receive an email with instructions for the second assessment.

About Us

Founded in 2015, Equiton is one of Canada's fastest-growing private equity firms, helping Canadians build wealth through high-quality real estate investments. Our mission is to make private real estate accessible to more Canadians, and our team is the driving force behind our success.
Follow us on LinkedIn Visit our Website Explore #LifeAtEquiton

Why Equiton?

Our culture is built on integrity, accountability, and innovation. We empower our team to take initiative, think independently, and grow personally and professionally. To learn more about our core values, click here.

Our Commitment to Diversity, Equity & Inclusion

We're an equal opportunity employer committed to building a diverse, inclusive, and accessible workplace where everyone feels valued and supported. If you need accommodation during the hiring process, please let us know. We're happy to help.

Only those selected for an interview will be contacted.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.

Job Types: Full-time, Permanent

Pay: $75,000.00 per year

Benefits:

Dental care Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match Vision care Wellness program
Education:

Bachelor's Degree (preferred)
Experience:

Customer service: 5 years (required)
Work Location: In person