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Administrative & Client Support Coordinator

Company

Serenia Life Financial

Location

Aurora, Ontario

Type

Full-time

One of our top growing financial service practice's that is dedicated to helping families and business owners create strong financial futures through thoughtful planning, protection, investments and long-term strategies is hiring for an Administrative & Client Support Coordinator.


We are currently looking for a highly organized, detail-oriented Administrative & Client Support Coordinator to oversee and streamline day-to-day operations and deliver an exceptional client experience.


This role offers the opportunity to become a key part of a boutique-style financial practice and contribute meaningfully to overall growth, efficiency and client support.   


Key Responsibilities



  • Manage client follow-ups and ongoing communication

  • Track insurance and investment applications through various stages

  • Coordinate documentation, signatures, and policy delivery

  • Maintain CRM/client r...

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