Get to Know Us:
Stratford Wealth Partners Inc. is a Stratford-based firm dedicated to providing high-quality, personalized financial planning. Based at 208 Ontario St in the heart of Stratford, the team offers clients a modern office environment and a collaborative approach to wealth management.
This position is based in Ontario and subject to the Ontario Employment Standards Act, 2000.
The Role:
This is a contract position covering a leave of absence, with an expected term of 12 to 14 months. Note: The position may start earlier than the posted start date. Upon mutual agreement between the candidate and the organization, and subject to operational requirements, the contract term may be extended.
As the Financial Services Administrator, your main duties will include (but not be limited to):
- Providing administrative support to a busy financial advisory team.
- Managing client records, documentation, and correspondence with accuracy and confidentiality.
- Coordinating calendars, meetings, and client appointments.
- Preparing and processing account documentation, transactions, and financial data.
- Monitoring outstanding items and following up on paperwork, transfers, and client requests.
- Supporting client onboarding and maintaining a high standard of client service.
- Liaising with advisors, internal partners, and product providers to resolve administrative matters.
- Assisting with client review preparation, reporting, and special projects.
- Supporting compliance requirements through proper documentation and record-keeping.
- Handling sensitive financial information with discretion and professionalism.
Key Qualifications:
The ideal candidate will possess a Secondary School Diploma and demonstrate the following core qualifications:
- 1–2 years of administrative experience in a professional office environment.
- Strong customer service and communication skills, both written and verbal.
- High attention to detail with strong organizational and time management abilities.
- Ability to manage multiple priorities and follow through in a fast-paced environment.
- Comfortable working with CRM systems and Microsoft Office (Outlook, Word, Excel).
- Proven ability to handle sensitive and confidential information with discretion.
- Ability to quickly learn and apply new skills, systems, and processes while adapting effectively to changing priorities and business requirements.
The following would be considered assets:
- Previous experience in the investment or financial services industry.
- Familiarity with investment products, account documentation, and industry processes
Your core skills should include strong verbal and written communication, a high degree of organization, attention to detail, and the ability to manage competing priorities. The ability to work independently and maintain confidentiality is essential.
Application Process:
To apply for this position, please submit a resume and cover letter quoting the job title in the subject line.
Expected compensation (wages/salary) is between $45,000 and $52,000 per year.
Thank you for your interest. Interviews will be conducted on a rolling basis as qualified candidates are received. Due to the anticipated volume of applications, only those selected for an interview will be contacted.
Stratford Wealth Partners Inc. will provide accommodation in all phases of the hiring process, up to the point of undue hardship, upon request.
Pay: $45,000.00-$52,000.00 per year
Benefits:
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
