Join a cooperative 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 solid 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.

📌 Boutique Office Assistant In Toronto
🏢 Trevor Frances Recruitment
📍 Toronto