Support high-net-worth clients as an Administrative Assistant in a boutique advisory firm located in Toronto. This role emphasizes client interaction, scheduling, and exceptional organizational skills.

With Trevor Frances Recruitment, you can take on the pivotal role of Administrative Assistant at a respected boutique family advisory firm. Your responsibilities will include facilitating client interactions, managing executive schedules, and preparing significant documentation. The position will require a strong focus on confidentiality and a proactive approach to learning about wealth management practices.

Key Responsibilities:
• Act as a warm contact for high-net-worth clients
• Oversee complex calendar scheduling for executives




• Prepare and organize client meeting documents
• Maintain organized digital and physical records
• Manage office functions and vendor relationships

Requirements:
• Minimum 2 years of administrative or office support experience
• Genuine interest in wealth management
• Detail-oriented with systematic paperwork handling
• Commitment to client confidentiality
• Proficient in Microsoft Office Suite

Join a dedicated team where your administrative expertise directly supports affluent clients.
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📌 Toronto Wealth Management Administrative Support (Ontario)
🏢 Trevor Frances Recruitment
📍 Ontario