Enhance client relations as an Office Manager in Toronto with a growing wealth management practice. Your contributions will foster meaningful client engagements and operational efficiency.

In this role, you will support a Portfolio Manager and Investment Advisor while ensuring streamlined office operations. Your administrative support and client interaction will greatly impact client satisfaction and strengthen relationships within the community.

Key Responsibilities:

• Schedule meetings and promote client-focused events
• Coordinate seminars, workshops, and client experiences
• Manage office calendars and CRM for smooth operations
• Handle expense tracking and basic bookkeeping tasks
• Prepare meeting spaces and greet clients warmly

Requirements

• 3+ years in a client-facing administrative role
• Excellent communication skills, both written and verbal
• High level of organization and task management
• Proficient in CRM systems and Microsoft Office
• QuickBooks familiarity is preferred

Use your skills to contribute to a high-quality client experience in this engaging role.

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