David Miner & Associates is looking for a highly organized, professional, and client-focused Administrative Team Lead / Financial Services Administrator to join our financial services team.
This role is ideal for someone who enjoys supporting advisors, clients, office operations, compliance, and administrative workflow. The successful candidate will be detail-oriented, proactive, comfortable handling confidential information, and able to help keep the office running smoothly.
This role is fully in-person, 8:30 am to 4:30 pm Monday to Friday.
What You’ll Do
- Support office administration, including supplies, vendors, invoices, receipts, expense reporting, and filing.
- Assist with calendar management, event planning, client appreciation initiatives, and marketing support.
- Help coordinate administrative workflow, team priorities, processes, and follow-up.
- Support client onboarding, account opening, documentation, and CRM updates.
- Maintain client records while ensuring privacy, accuracy, and confidentiality.
- Assist with compliance follow-up, including Know Your Client documentation.
- Process trades, monitor transactions and transfers, and follow up with financial institutions as needed.
- Liaise with head office, compliance, fund companies, insurance companies, and MGA partners.
- Support insurance applications, policy updates, and carrier communication.
- Respond to client inquiries by phone and email regarding statements, tax slips, online access, and paperwork.
- Prepare client meeting materials, agendas, and follow-up items.
Team Lead Responsibilities
In addition to administrative support, this role will help guide the administrative function by:
- Supporting day-to-day priorities and task coordination.
- Helping maintain consistency in client service, documentation, and follow-up.
- Identifying process gaps and improving systems, templates, and checklists.
- Supporting onboarding and training of administrative team members.
- Communicating with leadership about workload, priorities, and opportunities for improvement.
What We’re Looking For
- Strong administrative, organizational, and time management skills.
- Excellent attention to detail and follow-through.
- Professional written and verbal communication skills.
- High level of discretion and confidentiality.
- Strong client service skills and a warm, professional presence.
- Ability to manage competing priorities in a fast-paced office.
- Confidence supporting advisors, clients, vendors, and internal team members.
- Comfort with technology, systems, and process improvement.
- Previous experience in financial services, insurance, wealth management, investments, or a professional office environment is considered an asset.
Additional Assets
Experience with any of the following would be considered helpful:
- Salesforce, Mailchimp, WordPress, Canva, Microsoft Office, or similar platforms.
- QuickBooks Online, bookkeeping, expense tracking, or basic accounting support.
- HR administration, employee paperwork, vacation/sick day tracking, or workplace documentation.
Bonus Points If You:
- Love working for a family business.
- Love dogs.
Please Don’t Apply If You:
- Need constant direction to take action and find solutions.
- Prefer a rigid role with strictly defined tasks rather than an evolving, collaborative environment.
- Want to work from home primarily.
Why Join Us?
This is an opportunity to join a growing, professional, client-focused team where your organization, leadership, and attention to detail will make a meaningful impact. You will help support the current needs of the business while also contributing to stronger systems, smoother workflows, and a better client and team experience.
How to Apply
Interested candidates are invited to submit their cover letter and resume through Indeed.
We appreciate all applications; however, only candidates selected for an interview will be contacted.
David Miner & Associates is an equal opportunity employer and is committed to creating an inclusive and respectful workplace.
Pay: $60,000.00 per year
Benefits:
Application question(s):
- Did you submit a resume and cover letter?
- Please share with us the CRM you have used in the past
- Please share with us more about your previous experience in financial services, insurance, wealth management, investments, or a professional office environment.
Education:
- Bachelor's Degree (preferred)
Work Location: In person
