Senior Operations Coordinator
Location: North York, ON
Job Type: Full-Time | On-Site
We are partnering with an established, independent financial advisory firm to recruit a Senior Operations Coordinator to join its growing team.
The organization provides integrated financial advisory services to affluent families, business owners, and executives across Canada, with expertise spanning wealth management, financial planning, insurance, estate and legacy planning, and risk management.
This is an excellent opportunity for an experienced financial services administrator who enjoys working in a collaborative, client-focused environment and wants exposure to a broad range of investment and insurance operations.
Key Responsibilities
Investment Administration
- Process investment account openings, transfers, contributions, withdrawals, and other transactions.
- Prepare and review investment forms, trade documentation, and account updates.
- Liaise with investment providers and custodians to ensure timely processing.
- Monitor outstanding transactions, resolve discrepancies, and maintain accurate client records.
- Ensure documentation is complete and meets compliance requirements.
Insurance Administration
- Prepare and process new insurance applications, policy changes, and servicing requests.
- Coordinate with insurance carriers and MGAs to track applications and outstanding requirements.
- Support ongoing policy administration, including beneficiary changes, premium updates, and policy servicing.
- Follow up with advisors, clients, and carriers to ensure timely processing and issuance.
General Administration & Advisor Support
- Provide day-to-day administrative support to advisors and internal team members.
- Coordinate client meetings, prepare documentation, and manage follow-up activities.
- Maintain accurate CRM records, electronic files, and client documentation.
- Assist with reporting, data entry, and general office administration.
- Identify opportunities to improve workflows and operational efficiency.
Qualifications & Experience
- 3+ years of financial services administration or business processing experience.
- Previous experience with investment transactions and/or insurance applications.
- Familiarity with investment platforms, custodian portals, insurance carriers, and MGA processes.
- Understanding of financial services documentation and compliance requirements.
- Mutual fund and/or life insurance licensing considered an asset.
- Experience within an independent advisory firm, wealth management practice, or family office is an advantage.
- Strong proficiency with Microsoft Office and CRM systems.
The Ideal Candidate
- Highly organized with exceptional attention to detail.
- Proactive and comfortable taking ownership of requests from start to finish.
- Strong communication and client service skills.
- Able to manage competing priorities while maintaining accuracy and efficiency.
- Enjoys working closely with advisors and contributing to a high-touch client experience.
- Professional, discreet, collaborative, and adaptable.
The Opportunity
- Join an established, independent multi-family office.
- Gain exposure to sophisticated investment, insurance, and financial planning activities.
- Work alongside experienced financial advisors and professionals.
- Develop expertise across multiple areas of financial services operations.
- Enjoy opportunities for professional development and expanded responsibilities as the organization grows.
Interested in learning more?
If you have experience in investment or insurance administration and are looking for an opportunity to broaden your experience within an independent financial advisory environment, we'd welcome a conversation.
Please reach out directly to learn more.
