Client Services Administrator (temporary)

Do you like working in a fast-paced office environment with a like-minded team? Are you detailed oriented, enjoy a variety of day-to-day tasks, and have a natural ability to learn effectively at a fast pace? You may be the right fit for our team! Hours of work are Monday to Friday 8:30am to 4:30pm. The position is temporary as we will need support as we prepare for and transition to a new back-office system. The position will conclude on March 1, 2027. There may be a possibility of being extended upon mutual agreement by both parties.

Who We Are

Perler Financial is an independent full-service Wealth Management firm in the Tri-Cities. We believe in the importance of going above and beyond for our clients and building strong and lasting relationships. We use a holistic approach to financial planning to help our clients meet their financial goals. We value collaboration, teamwork, growth, and giving back to our community. We are inclusive - we welcome all qualified individuals, regardless of race, colour, ancestry, origin, religion, marital status, family status, gender, or disability to apply.

Role

We are seeking a Client Services Administrator who thrives working in a fast-paced environment. The Client Services Administrator is responsible for supporting our team during a transition to a new back-office system. You must have a high aptitude for learning, be detail oriented, work well in a collaborative work environment, and able to multi-task. The role requires superior organizational, interpersonal, and time management skills.

What You Will Do

· Review client information (pre-conversion)

· Assist clients with getting set up with the new investor portal

· Preparing and sending account opening documents

· Accurately process non-financial changes – name change, address change, beneficiary change

· Process bank account setup/changes

· Process and confirming automatic payments (PACs/SWPs)

· Account and transfer follow ups

· Accurately process a large volume of mutual fund transactions and account openings

· Escalation issues and troubleshooting

· Communicate with clients, fund companies, other advisors, and wholesalers

· Build relationships and instills confidence clients to promote a positive client experience

· Digitize client files

· Special projects

· Other administrative responsibilities as required

What You Need to Be Successful in this Role

Required:

• Language: English (Professional Proficiency)

• Positive attitude, professionalism and an extraordinary client service orientation

• Excellent time management and prioritization skills and the ability to excel under pressure

• Flexible, adaptable, and able to respond quickly to fluctuating workload

• A quick learner with strong verbal, written and interpersonal communication skills

• Detail oriented with a high degree of accuracy

• Strong initiative and self-motivated individual who can work independently and as a team member

Preferred:

· Minimum of 4 years of administrative experience OR a combination of post-secondary education and hospitality experience

· Experience in the financial industry

· Post-Secondary education in finance/financial planning, business or related field

· Understanding/knowledge of technical financial concepts

· Knowledge of Dataphile

· Knowledge of Toolkit or other CRM

· Knowledge of Docusign

What’s in it for You?

· Competitive compensation of $21-$24/hour, commensurate with experience

· Benefits: Medical, Dental, Vision care, Life Insurance, Disability Insurance

· Group RRSP program

· Healthy work-life balance

· Professional development – we are committed to our team’s growth fostered through a continuous learning environment including: training, coaching, and conferences. Exceptional employees may have an opportunity to grow into other roles with us.

· Inclusion! Be part of a supportive team, enjoy fun company events

To apply for this position:  Please submit a cover letter with your wage expectation and your resume in Word or PDF format.

We thank all applicants for their interest, but only short-listed candidates will be contacted for an interview.