teamtailor
Administrative Assistant
trevorfrances
Toronto, CAN
Onsite
Discovered 2 weeks ago
administrative supportcalendar and schedule coordinationclient relationship supportMicrosoft WordMicrosoft ExcelMicrosoft Outlook
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administrative supportcalendar and schedule coordinationclient relationship support
Role Overview
The Administrative Assistant serves as the structural backbone of the boutique office.
The role suits an organized administrative professional who is curious about wealth management and private finance.
The position supports client service, advisory coordination, records, office logistics, and industry learning.
Key Skills for This Role
administrative supportcalendar and schedule coordinationclient relationship supportMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Full Job Posting
Company and Opportunity
The employer is a boutique family advisory and private wealth firm in central Toronto.
The firm serves high-net-worth families, entrepreneurs, and multigenerational business owners as a comprehensive financial headquarters.
Its work includes holistic financial planning, tax efficiency, estate preservation, and philanthropic legacy planning.
The firm values personalized service, collaboration, and long-term client relationships.
Role Overview
The Administrative Assistant serves as the structural backbone of the boutique office.
The role suits an organized administrative professional who is curious about wealth management and private finance.
The position supports client service, advisory coordination, records, office logistics, and industry learning.
Key Responsibilities
- Act as the first point of contact for affluent clients and coordinate inquiries across phone and email.
- Manage executive calendars, complex client reviews, internal meetings, and advisory deadlines.
- Prepare client materials, organize files, and assist with presentations and data overviews.
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