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Office Manager for Wealth Management Team
Altis Technology
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mississauga, Canada
Location
mississauga
Posted
May 29, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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...
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...