Financial Services Administrator

**About Entrust Financial Services**

At Entrust Financial Services we are driven by purpose**:to boldly direct and grow positive outcomes in business and life.**
For over twenty-five years we have been helping our clients, our communities, and our people achieve meaningful change through collaboration, innovation, and integrity. We pride ourselves on a **team-first environment** that is progressive, professional, and client-focused.

**The Opportunity**

We are seeking a **Financial Services Administrator & Front Desk Associate** to provide both **client service** and **administrative support**.

You will be the **first point of contact** for clients and visitors representing Entrust with professionalism and warmth while also handling detailed back-office responsibilities.

**Key Responsibilities**

**Front Desk & Client Engagement**
- Greet clients and visitors, accept deliveries and maintain a professional reception area.
- Connect with clients on a personal level to make every interaction meaningful and enhance relationships by providing exceptional service.
- Support advisors’ marketing initiatives by coordinating implementation and tracking results.

**Administrative Support**
- Prepare investment documentation: purchases, redemptions, switches and transfers for mutual fund, segregated fund and GIC products.
- Prepare insurance instructions including changes of coverage, beneficiaries and death claim administration.
- Obtain policy information and statements as needed by advisors and clients.
- Prepare presentations, handouts and supporting materials for investment or insurance reports.
- Maintain and organize the CRM database, digital and physical client files, and shared marketing resources.
- Safeguard client information and adhere to the firm’s Code of Conduct and compliance standards.

**Team & Office Support**
- Draft meeting Agendas for client meetings.
- Assist with service calls and meeting scheduling; track progress as required.
- Other administrative duties as needed.

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**Who You Are**
- **Detail-oriented and highly organized**—you understand that success is in the details and you take pride in accuracy.
- Excellent written and oral communication skills; you project a professional and welcoming presence.
- Able to work both **independently and collaboratively**, with a positive, proactive attitude.
- You build trust through respect and authenticity and care about people, listening and learning from the experiences of others.
- You understand that great service to valued clients is essential and you naturally go the extra mile.
- You value **trust, teamwork and accountability**, bringing your real self to work every day.

**Qualifications**
- Experience in financial services or professional office administration **is an asset** but not mandatory.
- Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook) and comfort with CRM systems.
- Ability to manage confidential information with discretion and professionalism.
- Strong time-management, multi-tasking and problem-solving skills.

**Why Join Us**
- Market-competitive wages, comprehensive health and dental benefits and an employer-sponsored retirement savings plan.
- Career growth potential, including opportunities to expand into advanced advisor-support or client-service roles over time.
- A respectful workplace built on collaboration and continuous professional development.

If you are a detail-oriented professional who enjoys working with people and wants to grow your career in a high-performing financial advisory firm, we invite you to apply.

Pay: $31,600.00-$58,314.39 per year

**Benefits**:

- Dental care
- Extended health care
- RRSP match
- Vision care

Work Location: In person