Job Description

About Us

WK Financial Planning is a Stratford-based firm dedicated to providing high-quality, personalized financial planning. We offer a modern office, growth opportunities, and a collaborative, fast-paced environment.

Role Overview

We are looking for a proactive

Financial Services Adminstrator

to support our financial advisory team. Success in this role requires the ability to learn quickly, work independently, manage multiple finance programs, and communicate professionally with clients and colleagues. Discretion, organization, and attention to detail are essential.

Key Responsibilities

Provide administrative support to a busy financial advisory team Manage client information and correspondence Maintain schedules, calendars, and agendas Assist with projects, onboarding, and special initiatives Enter and process financial data, including transactions Follow up with clients and advisors promptly Communicate effectively and professionally with clients and team members Maintain confidentiality and handle sensitive financial information

Qualifications

Secondary School Diploma (required) 1+ year administrative experience (preferred) 2+ years customer service experience (preferred) 1+ year financial services experience (preferred) Comfortable using CRM programs Strong verbal and written communication skills Highly organized, detail-oriented, and able to multitask
Job Type: Full-time

Pay: $45,000.00-$52,000.00 per year

Benefits:

Company events Dental care Employee assistance program Extended health care Life insurance Paid time off RRSP match Vision care Work from home
Ability to commute/relocate:

Stratford, ON N5A 3H4: reliably commute or plan to relocate before starting work (required)
Education:

Secondary School (required)
Experience:

Administrative experience: 1 year (preferred) Customer Service: 2 years (preferred) Financial services: 1 year (preferred)
Work Location: In person