Watkins Wealth Management is a client-focused financial planning firm that helps individuals and families build confidence in their financial future through personalized advice and long-term relationships. The firm’s planning approach includes investment, retirement, estate, cash flow, and risk management considerations, making this role well suited to someone who is highly organized, service-oriented, and comfortable supporting a broad financial planning process.
About the role
- The Client Service & Operations Administrator is responsible for supporting the advisory team with day-to-day administrative, client service, and workflow coordination duties.
- This role is primarily administrative and operational, with a strong focus on accuracy, responsiveness, organization, and delivering a high-quality client experience.
- The position is in-person and based in Ancaster, Ontario.
Key responsibilities
- Prepare client meetings by gathering statements, reviewing files, confirming documentation is complete, and identifying items that require follow-up.
- Maintain and update client records, including contact details, notes, Know Your Client information, and other documentation required for accurate file maintenance and compliance.
- Support account administration and new business processing from application through to funding, including tracking progress and following up with clients and product providers.
- Coordinate client paperwork, digital records, and physical files to ensure documentation is complete, organized, and audit ready.
- Respond to client inquiries by phone and email regarding account administration, required documents, appointment coordination, and general service requests.
- Assist the advisory team with account updates, transfers, trade-related administration, and other processing tasks as directed.
- Help maintain consistent internal workflows, checklists, and templates to improve efficiency and service standards.
- Provide ongoing administrative support for a financial planning practice serving clients across multiple areas of need, including investments, retirement planning, tax planning, estate planning, and risk management.
Qualifications
- Minimum 2 years of experience in a financial services, wealth management, insurance, or professional office administration role.
- Strong administrative skills, including document management, follow-up, scheduling, and workflow coordination.
- Excellent attention to detail and ability to manage multiple tasks accurately and on time.
- Professional verbal and written communication skills, with a strong client service mindset.
- Comfortable working independently, taking initiative, and following established processes.
- Good working knowledge of Microsoft Office.
- Familiarity with CRM systems and digital document workflows is an asset.
- Basic knowledge of registered plans such as RRSPs, TFSAs, RESPs, and related financial planning concepts is an asset.
- CSC, CPH, LLQP, or progress toward industry licensing is an asset, but not required.
What we offer
- Full-time, permanent position in a growing financial planning practice.
- Extended health and dental coverage after a probationary period.
- Vision care included as part of the benefits package.
- Paid vacation plus additional paid sick days.
- Free on-site parking at the Ancaster office.
- Supportive, team-oriented work environment with clear processes and expectations.
Work location
- Ancaster, ON.
- This is an in-person position.
Pay: $50,000.00-$65,000.00 per year
Benefits:
- Dental care
- Extended health care
- On-site parking
- Paid time off
Work Location: In person
