Business/Admin Temp.

Client Support / Business Administration Associate (Contract)

Duration: 6-Month Contract

Start Date: Immediate

Location: Mississauga, ON (Hybrid, 2 days onsite per week). Remote consideration may be available for exceptional candidates.

Openings: On-going

Overview We are seeking several detail-oriented and customer-focused professionals to support the rollout of a new platform within our mutual fund dealer business. This is an excellent opportunity for individuals with strong administrative, client service, and business support experience who thrive in a fast-paced environment and enjoy helping stakeholders navigate change.

Key Responsibilities

• Provide exceptional client service by responding to inquiries professionally, empathetically, and efficiently.
• Support advisors and internal stakeholders during the transition to a new platform.
• Process requests accurately while maintaining detailed documentation and case notes.
• Manage high volumes of phone calls and email communications.
• Navigate multiple systems, applications, and knowledge bases to research and resolve inquiries.
• Communicate effectively with advisors, business partners, and senior leadership.
• Troubleshoot issues and utilize available tools, resources, and procedures to provide timely resolutions.
• Perform administrative and operational support activities as required.

Required Qualifications

• Strong client service orientation with a professional and responsive approach.
• Excellent verbal and written communication skills.
• Strong attention to detail and commitment to accuracy.
• Demonstrated problem-solving skills and resourcefulness.
• Ability to quickly learn and navigate multiple systems and applications.
• Proficiency with Microsoft Office Suite, including Outlook, Excel, and Word.
• Comfortable interacting with advisors, stakeholders, and senior leadership.
• Ability to effectively manage high call volumes and email correspondence.
• Strong organizational and time-management skills.

Nice-to-Have Qualifications

• Previous experience in wealth management, mutual fund dealer operations, banking, customer service, dealer support, or call centre environments.

• Understanding of basic investment products and trading concepts.

• Familiarity with registered and non-registered investment account types, including:

• RRSP (Registered Retirement Savings Plan)

• TFSA (Tax-Free Savings Account)

• RESP (Registered Education Savings Plan)

• FHSA (First Home Savings Account)

• Non-Registered Investment Accounts

• Experience working in high-volume service environments with performance metrics and service level expectations.

Ideal Candidate

The successful candidate will be a highly organized and adaptable professional who enjoys helping clients, learning new systems, and supporting business operations during periods of transformation. They will possess strong communication skills, a customer-first mindset, and the ability to work effectively in a dynamic, fast-paced environment.