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 key documentation. The position will require a robust 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. #J-18808-Ljbffr

📌 Toronto Wealth Management Administrative Support
🏢 Trevor Frances Recruitment
📍 Toronto