Play a crucial role as an Office Manager in Toronto, enhancing client interactions within a private wealth management firm. Collaborate with a close-knit team to improve client service and operations.
This on-site role involves supporting both a Portfolio Manager and Investment Advisor, ensuring exceptional client experiences. You will engage with clients, coordinate events, and manage various administrative tasks vital for sustaining strong relationships.
Key Responsibilities:
• Directly engage clients by scheduling and promoting events
• Coordinate and execute seminars and client gatherings
• Manage calendars and update CRM for seamless operations
• Oversee office administration including bookkeeping
• Greet clients and set up meeting environments professionally
Requirements:
• 3+ years experience in a client-facing administrative capacity
• Strong written and verbal communication abilities
• Effective organizational and task prioritization skills
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