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.
• Answer and direct incoming calls and emails; respond to basic client inquiries and book appointments primarily for one advisor but also for the wider team as needed.
• 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.
• Monitor pending applications and resolve underwriting issues as required.
• 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.

Job Type: Full-time

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

Benefits:

• Dental care
• Extended health care
• RRSP match
• Vision care

Work Location: In person