Office Manager for Wealth Management Team

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<...