Administrative Assistant - Private Wealth Management

This role is an integral part of our private wealth management team, serving as the first point of contact for clients. You will handle inquiries, schedule and coordinate appointments, and manage administrative tasks to ensure the team operates at peak productivity.

The ideal candidate demonstrates high standards, exceptional communication skills, and the ability to take initiative while prioritizing daily tasks. A proactive approach and the ability to meet tight deadlines will be key to success in this dynamic, multi-faceted role.

We are committed to creating a positive, supportive, and growth-oriented work environment for our employees.

• Answer and direct client inquiries via phone and email
• Manage and coordinate active calendars
• Schedule and confirm meetings
• Monitor emails for Consultants during absences
• Maintain client relationship management system (Salesforce – Advisor Portal)
• Prepare meeting rooms for client appointments
• Greet and welcome clients
• Develop and update administrative protocols
• Organize travel and meeting arrangements for Consultants
• Respond to client/advisor requests for account details and documentation
• Manage client appreciation programs
• Plan and coordinate events
• Maintain office supplies and inventory
• Track office equipment

• Strong work ethic and reliability
• Excellent interpersonal, customer service, and communication skills
• Exceptional attention to detail
• High proficiency in Microsoft Office Suite
• Comfortable with technology and adept at using digital applications and systems
• Administrative Assistant Certificate, Diploma or Bachelor of Business Administration, or equivalent experience

*** Please your resume and cover letter to ***

Job Types: Full-time, Permanent

Pay range: $45,000.00-$55,000.00 per year

• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care

• Secondary School (preferred)