Business/Admin Temp.

Job summary

Provide responsive client support and assist advisors and internal stakeholders with the transition to a new platform. Process requests accurately, document cases, manage high volumes of calls and emails, resolve inquiries, and perform administrative and operational support.

Job details

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.

What you’ll do

Provide responsive client support and assist advisors and internal stakeholders with the transition to a new platform. Process requests accurately, document cases, manage high volumes of calls and emails, resolve inquiries, and perform administrative and operational support.

Requirements

Candidates should have strong client service, communication, organizational, and problem-solving skills, with careful attention to accuracy and the ability to learn and navigate multiple systems. Proficiency in Microsoft Office and comfort handling high volumes of calls and emails while interacting with advisors and senior stakeholders are required.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• written communication · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• issue resolution · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Business Administration
• Written Communication
• Verbal Communication
• Attention To Detail
• Problem-Solving
• Microsoft Office
• Outlook
• Excel
• Word
• Time Management
• Organization
• Case Documentation
• Issue Resolution
• System Navigation
• High-Volume Call Handling

Job areas

• Customer Service & Support
• Administrative
• Finance & Accounting

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