Client Service Coordinator/Administrative Assistant

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.

• Complete cheque deposits and bank runs as needed to support daily operations.

Office Operations

• Maintain office supplies, manage mail and courier deliveries, and keep client areas organized and presentable.

• Support general administrative processes, filing, document preparation, and record keeping.

• Assist advisors with follow-up tasks, tracking outstanding items, and ensuring timely completion.

• Contribute to ongoing improvements in workflow, efficiency, and client service standards.