Administrative & Client Service Coordinator Peterborough

Company Overview Schilling Financial is a family-owned financial services firm dedicated to providing personalized financial advice and exceptional client support. We value integrity, professionalism, strong relationships, and a genuine commitment to helping our clients achieve their financial goals with confidence. Summary We’re looking for a positive, organized, and detail-oriented individual to join our team as an Administrative & Client Service Coordinator and help us continue providing exceptional service to our clients. This role is primarily remote, with in-office training and very occasional in-office days as needed. We are happy to offer flexibility for the right person. We are seeking someone who enjoys organization, administrative work, and creating efficient processes within a professional environment. Critical Skills & Qualities Solid attention to detail and ability to multitask Enjoys administrative work and paperwork Comfortable learning and using web-based applications and CRM systems Excellent customer service and communication skills Strong organizational abilities and follow-through Responsibilities Prepare and process paperwork, primarily through digital platforms Follow up to ensure transactions and account changes are processed accurately and on time Update, organize, and format electronic client files and CRM records Send email templates and prepare paperwork packages for clients Maintain organized and accurate client records Maintain and update SOPs and internal processes Coordinate client correspondence in a professional and friendly manner Assist with additional administrative tasks, including data entry and record updates Preferred Qualifications Intermediate computer skills, including strong Microsoft Excel and Word abilities Experience with CRM systems and digital platforms Excellent written and verbal communication skills Prior administrative or customer service experience Ideal Candidate Able to manage deadlines and shifting priorities effectively Professional, honest, and dependable Independent and motivated self-starter who also works well within a team Strong organizational and follow-up skills Position Details This position may be either full-time or part time depending on the right candidate. We can offer full time hours, while also providing flexibility in scheduling or shorter workdays if needed. Pay: From $21.00 per hour Benefits Flexible schedule Work Location: Hybrid remote in Peterborough, ON Apply on Kit Job: kitjob.ca/job/2ojzma