Join a collaborative team as an Administrative Assistant at a prestigious family advisory firm in Toronto. This role focuses on client relations and meticulous office management in wealth management.

Trevor Frances Recruitment seeks an organized, polished Administrative Assistant to support affluent clients and facilitate smooth operational functioning. You'll manage executive calendars, prepare client materials, and ensure confidentiality in data management. The ideal candidate will have a genuine curiosity for the wealth management sector and possess strong administrative skills.

Key Responsibilities:
• Serve as the first point of contact for clients
• Coordinate client reviews and internal meetings
• Compile and organize client presentation materials




• Maintain strict confidentiality in filing systems
• Manage office logistics and vendor communications

Requirements:
• 2+ years of relevant administrative support experience
• Interest in wealth management and private finance
• Excellent attention to detail and accuracy
• Solid commitment to discretion and confidentiality
• Proficiency in Microsoft Office Suite

Embark on an engaging administrative journey in a firm that values long-term client relationships.
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📌 Boutique Office Assistant in Toronto (Ontario)
🏢 Trevor Frances Recruitment
📍 Ontario