<p>We are looking for a Client Relations Administrator to support day-to-day coordination and client-facing administrative activities in Toronto, Ontario. This Contract position is well suited with <strong>1–2 years of experience</strong> in financial services, wealth management, or client service operations who is looking to build a long-term career in client relations and financial administration. </p><p><br></p><p>Responsibilities:</p><ul><li>Managing and reconciling recurring and ad hoc payments, including EFTs and wire transfers</li><li>Processing cash withdrawals, deposits, and account transfers</li><li>Supporting client onboarding activities and account transitions</li><li>Assisting with transfers between financial institutions and asset conversions</li><li>Supporting portfolio management activities, including account monitoring, portfolio administration, asset allocation updates, and ensuring client information is maintained accurately</li><li>Utilizing Excel and other financial systems to support daily operations</li><li>Collaborating closely with the Client Relations team and reporting to the Head of Client Relations</li></ul>

<ul><li>1–2 years of experience in client service, financial operations, or administrative support within financial services or wealth management.</li><li>Understanding of payment processing, client onboarding, and cash/account transfers.</li><li>Experience working with financial platforms and systems; familiarity with NBIN is considered an asset but is not required.</li><li>Strong proficiency in Microsoft Office Suite, particularly Excel.</li><li>Excellent communication, organizational, and time management skills.</li><li>High attention to detail and ability to manage multiple priorities in a fast-paced environment.</li></ul>

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