Become the backbone of a boutique family advisory firm as an Administrative Assistant in Toronto. This role emphasizes exceptional client communication, schedule coordination, and meticulous support in private wealth management.
Trevor Frances Recruitment is seeking an organized and proactive Administrative Assistant for an esteemed firm specializing in high-net-worth financial services. You will support client relationship management, coordinate complex scheduling, and prepare key meeting materials. The position demands a keen understanding of wealth management intricacies and a commitment to maintaining confidentiality in sensitive matters.
Key Responsibilities:
• Act as the primary contact for affluent clients • Manage executive calendars and complex schedules • Prepare detailed client materials for meetings • Maintain digital and physical filing systems • Handle essential office logistics and vendor interactions
Requirements: • 2+ years of administrative experience preferred • Strong interest in wealth management and finance • High attention to detail in all tasks • Discretion with sensitive client information • Proficiency in Microsoft Office Suite
Elevate your administrative career in a cooperative setting where client relationships are paramount. #J-18808-Ljbffr