Location: Muskoka (Gravenhurst) Office (In-Person)
Role: Full-time, 37.5 hours per week, Monday to Friday
Annual Salary: $40,000 - $50,000 (with an increase if you obtain your LLQP license)
Role
The Client Service Manager is the heartbeat of our office, ensuring that our clients feel like part of the Strata family from their very first interaction. This role is designed for a proactive, tech-savvy professional who thrives in a fast-paced, paperless environment and embodies our commitment to excellence and transparency.
Core Responsibilities
- Client Connection: Greet clients with genuine warmth and professionalism, managing all phone and email communications with tact and courtesy.
- Operational Excellence: Expertly schedule meetings and appointments while setting up virtual environments (Zoom, Google Meet, Joan) for seamless collaboration.
- Administrative Command: Provide high-level clerical support, including scanning documents to maintain our 100% paperless standard and producing accurate meeting minutes/agendas.
- System Integrity: Manage data within CRM and G Suite systems, ensuring all paperwork and applications are filled out with meticulous attention to detail.
- Team Support: Anticipate the needs of the executive team and jump in to support shared successes and challenges.
- Other duties as assigned.
Requirements & Competencies
- The H.E.A.R.T. Factor: You must resonate with our core values: Honesty, Excellence, Adaptability, Respect, and Teamwork.
- Experience: Prior experience in finance or the life insurance industry is preferred but not required—we hire for motivation and alignment over just keywords.
- Technical Proficiency: Comfortable with Microsoft Office, G Suite, and CRM systems.
- Proactive Initiative: The ability to see what needs doing and do it before being asked.
- Professionalism: A clean, tidy appearance and a commitment to maintaining total client confidentiality.
- Communication & Professionalism: Excellent verbal and written communication skills with the ability to collaborate effectively with leadership, team members, and external partners.
- Operational Agility: Comfortable managing multiple priorities across several companies in a fast-paced entrepreneurial environment.
- Integrity & Confidentiality: Demonstrates strong ethics, accountability, and discretion when handling sensitive financial information.
- Culture Fit: Comfortable working in a positive, team-oriented, dog-friendly office environment and contributing to the energy and culture of the workplace.
Why You’ll Love It Here
We’ve ditched the “stuffy” finance vibe for a culture of positivity and optimism. Here is what awaits you at our Muskoka Head Office:
- The View: A glass office overlooking beautiful Lake Muskoka.
- The Perks: A state-of-the-art kitchen with the best macchiatos and lattes, a rotating selection of shared snacks and beverages, and the occasional catered lunch to celebrate the team.
- The Setup: A dual-monitor workstation with a standup desk and your own Sonos sound system—play whatever music keeps you moving.
- The Furry Colleagues: We are dog-friendly.
- The Rewards: RRSP matching, a Health Care Spending Account (myHSA), and a “Strata Day” (an extra day off just because you’re awesome).
Our H.E.A.R.T. Values
We live and breathe these five ideas every day:
- Honesty: Transparency in every action.
- Excellence: Exceeding expectations at every turn.
- Adaptability: Embracing change with an open mind.
- Respect: Driving everything with empathy and professionalism.
- Teamwork: Sharing our successes and our challenges.
Don’t fit every single requirement? Apply anyway! We don’t hire off keywords—we hire people who align with our values and are ready to contribute to a phenomenal culture.
Are you ready to join the Strata family? Apply today, email your resume to [email protected]
We thank all applicants; however, only those selected for an interview will be contacted. Upon completion of the recruitment process, all candidates interviewed will be notified if they are not selected for the role.
At Strata, we celebrate diversity and are committed to creating an inclusive environment for all employees.
The Strata Group of Companies has an accommodation process and provides accommodation for applicants with disabilities. If you require any accommodation because of a disability or a medical need, please contact us with your request.
Pay: $40,000.00-$50,000.00 per year
Application question(s):
- Are you located within a 30 minute drive from Gravenhurst?
- Are you familiar with G Suite, Microsoft and CRMs?
Work Location: In person
