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Office Manager for Wealth Management Team

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Altis Technology
πŸ“ mississauga, Canada
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Location mississauga
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Posted May 29, 2026
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Commute Local Area
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Job Description

Enhance client relations as an Office Manager in Toronto with a growing wealth management practice. Your contributions will foster meaningful client engagements and operational efficiency.

In this role, you will support a Portfolio Manager and Investment Advisor while ensuring streamlined office operations. Your administrative support and client interaction will greatly impact client satisfaction and strengthen relationships within the community.

Key Responsibilities:
β€’ Schedule meetings and promote client-focused events
β€’ Coordinate seminars, workshops, and client experiences
β€’ Manage office calendars and CRM for smooth operations
β€’ Handle expense tracking and basic bookkeeping tasks
β€’ Prepare meeting spaces and greet clients warmly

Requirements:
β€’ 3+ years in a client-facing administrative role
β€’ Excellent communication skills, both written and verbal
β€’ High level of organization and task managemen...

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πŸ“ Location Details

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City
mississauga
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Country
Canada
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Commute
Local Area

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