Financial Services Administrator
3 days ago
**About Stiller Financial**
**About the job**
- Represent the Stratford branch for all walk-ins
- Handle intake forms new clients and taxation
- Administer phone service requests and inquiries
- Support administrations staff with daily tasks and tickets
- Manage office specific needs such as ordering supplies and banking
- Proactively reach out to clients to ensure their needs are met, schedule meetings, and prepare appropriate reporting
**About you**
- Post-secondary diploma in Administration or Business or a related field
- 1-2 years’ experience in a customer service, administrative, or in a client services representative role
- Knowledge and experience in a financial services environment
- Proficiency in contact center technology and best practices
- Expertise in commonly accepted office and administrative practices, processes and procedures
- Strong computer skills and knowledge
- Robust communication and interpersonal skills
- Demonstrated verbal and written communication skills to communicate effectively with staff at all levels, including the public and to prepare/edit drafts
- Demonstrated time management, organizational, and attention to detail skills and abilities to prioritize multiple, often conflicting priorities
Schedule:
- Monday to Friday
Application question(s):
- What are your salary expectations? (response required)
**Experience**:
- Computer: 1 year (required)
- Financial Services administrative support: 1 year (required)
**Location**:
- Stratford, ON N5A 5S9 (required)
Work Location: In person
-
Financial Planning Office Administrator
23 hours ago
Stratford, Canada Nesbitt Financial Strategies Inc. Full time**Job Title: Financial Planning Office Administrator** **Location**: Stratford, Ontario **Employment Type**: Part-Time (with potential option to transition to Full-Time or remain Part-Time) **Schedule**: Flexible hours based on office needs and employee preferences **About Us**: We are a family-run, long-standing financial planning office with deep roots in...
-
Advisor Development Coach — Financial Services
2 weeks ago
Stratford, Canada Sun Life Financial Full timeA leading financial services company in Canada seeks a Business Development Partner to recruit and train new advisors. This role offers a competitive salary of CAD 80,000 to CAD 128,000, benefits, and opportunities for career growth within a supportive environment. Candidates should have experience in financial services, along with relevant licenses. The...
-
Stratford, Canada Sun Life Financial Full timeA leading financial services company in Canada seeks a Business Development Partner to recruit and train new advisors. This role offers a competitive salary of CAD 80,000 to CAD 128,000, benefits, and opportunities for career growth within a supportive environment. Candidates should have experience in financial services, along with relevant licenses. The...
-
Investment Specialist, Financial Planning
3 days ago
Stratford, Canada BMO Financial Group Full time73 Downie Street Stratford Ontario,N5A 1W8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly...
-
Financial Services Consultant
21 hours ago
Stratford, Canada Strickland's Full timeFinancial Services Consultant, Strickland’s - Stratford **About Strickland’s, Family owned and operated for 50 years** At Strickland's we're happy to help. We pride ourselves in offering value to our guests. Value to us means a great car at a great price all while enjoying your buying experience! We believe that purchasing a vehicle should be exciting...
-
Financial Services Manager
2 weeks ago
Stratford, Ontario, Canada Stratford Honda Full timeAre you ready to take the first step towards an exciting finance career in a company committed to your success? UpAutoGroup is looking for a Financial Services Manager at Stratford Honda in StratfordThe Financial Services Manager will be responsible for helping customers secure financing options, such as auto loans or leases, and explaining the terms and...
-
Stratford, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training....
-
Technical Services Administrator
2 weeks ago
Stratford, Ontario, Canada OCS Full timeAbout The Company:OCS UK & Ireland is a leading facilities management company with 50,000+ colleagues and a turnover in excess of £2bn. We deliver innovative, award-winning services within facilities management, hard services, cleaning, security and catering.Our mission is to make people and places the best they can be for our colleagues, customers and the...
-
Customer Service Representative
1 week ago
Stratford, Canada BMO Financial Group Full time73 Downie Street Stratford Ontario,N5A 1W8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Supervisor, Financial Services
2 weeks ago
Stratford, ON NA L, Canada CITY OF STRATFORD Full timeCity of StratfordSupervisor of Financial ServicesExternal PostingJob Posting#: AStatus: Permanent, Full TimeUnion/Non-union: Non-unionDate Posted: November 10, 2025Annual Salary: $88,379 - $104,394Closing Deadline: November 25, 2025, 4:30pmDepartment/Division: Corporate Services/FinanceLocation: On-Site (Stratford, ON)Duties:The City of Stratford is seeking...
