Senior Administrator

At Wagner, Livock & Associates (WLA), we believe that our people are our greatest asset. We are seeking a skilled and experienced Senior Administrator to join our team and take a leadership role in supporting our advisors and clients.

This is an exciting opportunity to make a significant impact, manage complex client portfolios, and help shape operational excellence within a growing financial services firm.

Key Responsibilities

  • Client Onboarding & Relationship Management: Oversee the onboarding process for new clients, ensuring accounts are set up accurately, documentation is complete, and compliance standards are met. Act as a trusted point of contact for complex client inquiries.

  • Transaction Oversight: Manage and execute transactions across mutual funds, group savings, insurance policies, and pension plans. Supervise and review trades, renewals, and transfers to ensure accuracy and regulatory compliance.

  • File Preparation & Documentation: Lead the preparation and organization of key client files, ensuring all documentation is complete, compliant, and audit-ready.

  • Meeting Notes & Advisor Support: Attend client meetings with advisors, take detailed notes, summarize key discussion points, and follow up on action items.

  • Investment Analysis & Proposal Construction: Work closely with advisors to analyze client investment portfolios, construct detailed proposals, and develop financial strategies aligned with client goals.

  • Tax Analysis & Calculations: Assist in preparing tax-related analyses, calculations, and reconciliations to support clients’ financial planning and investment decisions.

  • Complex Reconciliations & Reporting: Perform complex reconciliations, prepare summary charts, and create comprehensive reports to support advisors and provide clients with clear insights.

  • Team Mentorship & Development: Support junior team members by providing guidance, coaching, and mentoring to strengthen the team’s skills and knowledge.

  • Digital Tools & Systems Management: Maintain accurate records using our CRM platform (Salesforce) and other digital tools. Ensure data integrity, timely follow-ups, and compliance with internal and regulatory requirements.

What Makes You a Fit

  • Experienced Professional: You bring at least 2 - 5 years of experience in financial services or a similar professional environment, with strong knowledge of accumulation vehicles, decumulation vehicles, group benefits, group retirement, investments, and client administration.

  • Organized & Methodical: You manage complex workloads with precision and structure, ensuring tasks, files, and deadlines are consistently met.

  • Client-Focused: You understand the importance of discretion, accuracy, and responsiveness in managing high-value client relationships.

  • Technically Proficient: Skilled in CRM platforms (Salesforce) and Microsoft Office, with the ability to quickly learn new systems and tools.

  • Detail-Oriented: You maintain exceptional accuracy in documentation, transactions, and communications.

  • Collaborative Leader: You work effectively with advisors and team members, fostering a culture of support, mentorship, and high performance.

Professional Credentials & Technical Skills

  • CSC or IFIC (preferred, but not required)

  • LLQP (preferred, but not required)

  • QAFP (considered an asset, but not required)

  • Bi-Lingual English & French (considered an asset, but not required)

Benefits & Perks

  • Professional Development: Access to ongoing training and professional designation support (such as industry licenses and certifications).

  • Work-Life Balance: Flexible paid time off and the option to work from home after your initial training period.

  • Comprehensive Health Benefits: Life, health, dental, and vision coverage for you and your dependents.

  • Inclusive & Supportive Culture: Work in a collaborative environment that fosters growth, learning, and team-building.

  • Competitive Compensation: Negotiable from $50,000, starting compensation aligned to experience, education and other attributes. Compensation growth is directly tied to your contributions, development and impact. Compensation is 100% salary. At WLA, we prioritize developing talent internally, rewarding excellence, and supporting your growth and career progression within the firm.

Job Type

  • Full-time, Permanent.

  • Availability during business hours (8:30 AM to 4:30 PM EDT) for a 37.5-hour work week (Monday to Friday).

Hybrid Work

  • Hybrid work is optional.

  • Hybrid work is available after an initial onboarding period. All new hires spend the first six months in the office, receiving comprehensive training and gaining a deep understanding of our processes and workflows. This in-office period also provides the opportunity to build strong connections with colleagues and integrate fully into the team.

Apply today.