Executive Assistant / Client Experience Manager
Grimsby, ON
Full-Time | On-site
Hired by Express Employment Professionals on behalf of our client
Express Employment Professionals is recruiting an Executive Assistant / Client Experience Manager (EA & CEM) for a well-established wealth management practice in Grimsby, Ontario. This is a highly trusted, detail-driven role supporting senior advisors, client administration, and overall client experience.
This opportunity is ideal for someone who thrives in a professional financial services environment, enjoys ownership of processes, and excels at managing confidential information with precision.
What You’ll Be Responsible For
Executive & Client Administration
- Daily processing and tracking of client transactions (buys, sells, transfers, rebalances, redemptions)
- New account openings (individual, corporate, nominee accounts)
- External transfers, pension-related paperwork, DCPP/DPSP transfers
- Preparing and managing client documentation (KYC updates, beneficiary changes, CRA authorizations, advisory fee changes, etc.)
- Managing and maintaining accurate client records and master lists
- Documenting meeting notes and tracking next steps
- Monthly and quarterly administrative closing tasks and reporting
Client Experience Management
- Acting as a key point of contact for client inquiries (email and administrative support)
- Coordinating onboarding and transfer-in / transfer-out processes
- Supporting clients with online access and account navigation
- Handling tax slip inquiries and coordinating information with tax professionals
- Monitoring and addressing service or operational requests from head office
- Providing backup support to administration during absences
Appointment & Meeting Coordination
- Booking and confirming client appointments
- Sending Teams meeting invites and coordinating meeting logistics
- Managing room bookings and schedules
Marketing & Practice Support
- Coordinating head-office sponsored events (webinars, client dinners)
- Supporting practice marketing initiatives and events
- Maintaining marketing, client interest, and event tracking spreadsheets
- Assisting with website content updates and client communications
- Supporting client appreciation initiatives for top-tier clients
- Sending bulk client communications on behalf of the advisor (articles, videos, updates)
What We’re Looking For
- Previous experience as an Executive Assistant, Client Service Associate, or Office Manager
(financial services, wealth management, insurance, or professional services preferred)
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- High level of discretion and professionalism with confidential information
- Comfortable managing multiple priorities and deadlines
- Strong technical skills (MS Office, spreadsheets, document management systems)
- Experience creating or editing fillable PDFs is an asset
- Familiarity with financial services processes is an asset (training provided)
What’s Offered
- Full-time, stable opportunity with a respected professional practice
- Collaborative and supportive team environment
- Meaningful client-facing role with autonomy and trust
- Competitive compensation based on experience
- Opportunity to grow with the practice long-term
How to Apply
Interested candidates are encouraged to apply through Express Employment Professionals – Guelph.
Express Employment Professionals (Guelph) is a licensed Temporary Help Agency operating in compliance with the Ontario Employment Standards Act, Pay Transparency requirements (effective January 1, 2026), the Ontario Human Rights Code, and all Temporary Help Agency regulations. We encourage applications from all qualified candidates and expressly do not require “Canadian experience.” Applicants are advised that artificial intelligence tools may be used to support initial screening, assessment, or selection. Express provides reasonable accommodation throughout the recruitment process upon request. This posting and any associated applicant information will be retained for three years in accordance with provincial regulations.