Client Service Coordinator/Administrative Assistant
Waterloo, ON, Canada12h ago
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About the role
Client Service Coordinator/Administrative Assistant
Waterloo - Lee IFS
BLA Private Wealth | Raymond James Ltd.
Waterloo, Ontario | Full-Time | In-Office
About BLA Private Wealth
BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high‑quality financial guidance. We are seeking a reliable, organized, and client‑focused Client Services Coordinator / Administrative Assistant to join our team. This is a full time, in office role to ensure our office runs smoothly and our clients receive outstanding service at every touchpoint.
Position Overview
The Client Services Coordinator supports the advisory team by managing administrative operations, completing account-related tasks, and serving as the first point of contact for clients. The ideal candidate has strong experience in financial services administration—preferably within CIRO environment—and brings a proactive, detail-oriented approach to daily tasks.
Key Responsibilities
Client & Advisor Support
Greet clients upon arrival and ensure a professional, welcoming experience.
Answer incoming phone calls and emails; triage and delegate inquiries to the appropriate advisor or team member.
Schedule and coordinate meetings for existing clients following structured communication cycles.
Account Administration
Prepare and submit one‑time electronic fund transfers (EFTs), bank wires, and other client instructions.
Assist with new account openings, updates, and documentation using dealer and custodial platforms.
Prepare paperwork and review for accuracy and compliance requirements.