Job Description

JOB TITLE:

Client Service Administrator

REPORTS TO:

Manager, Administration

DEPARTMENT:

Administration

SALARY RANGE:

$45,000-$60,000

DATE:

August 2025

The Client Services administrator is primarily responsible for collection, preparation and administration of client onboarding, account documentation and transfers from start to finish. The role may involve overseeing other staff that are delegated to provide support to these activities, and ensuring processes are followed and transactions are handled effectively. The administrator will work closely with the Business Development team members to support all aspects of client onboarding and continued service. This role is also responsible for administrative activities that support the senior management of the firm including development and maintenance of contact and client lists, and assistance in quarterly billing and client reporting. This role also provides general administrative support for Cardinal Capital Management, Inc., including transaction processing, and various other client services related administrative tasks. Salary is relevant to experience and qualifications.

Specific duties and functions include, but are not limited to:

Completing all tasks related to the new account opening process including: preparing Cardinal and custodian account opening documentation, assisting Referring Agents in completion of new account documentation, updating internal systems with new account information, completing follow up on deficiencies and outstanding documentation

Completing all tasks related to the transfer in of client assets including: preparing Cardinal and custodian transfer documents, updating internal systems and tracking with transfer information, completing proactive follow up on all transfers and preparing and communicating ongoing transfer updates to the Business Development team

Arranging and preparing documentation & reporting for client meetings

Preparing and communicating new account status to Business Development team

Acting on all requests for account updates & maintenance, transaction processing, and reporting

Completing general office support including handling cheque deposits and client withdrawal requests, assisting with quarter end billing process, and maintaining/managing client records

Supporting other Client Service Representatives

Communicating directly with external advisors and client's when required

Completing other duties and projects as assigned by the Manager

Education & Training

5 years plus, office administration experience

Post-secondary education or equivalent, preferably completion of University Degree or College Diploma in a relevant field

Completion of the Canadian Securities Course (CSC) would be considered an asset

Knowledge, Skills & Abilities

Ability to work in a fast-paced environment and consistently meet deadlines

Strong organizational and time management skills

Excels in all aspects of providing exceptional customer service

Professional communication skills, both verbal and written

Analytical and problem solving skills

Ability to multitask and complete work with a high degree of accuracy

Ability to work independently and on a team

Strong computer skills including experience working with all Microsoft Office programs, the Internet and other software

Investments, Research, Administration and Business Development Departments

Clients

Custodians

Job Type: Full-time

Pay: From $45,000.00 per year

Education:

Secondary School (preferred)
Work Location: In person