Client-Focused Office Manager in Toronto

Drive client engagement as an Office Manager in Toronto, ON, within a dynamic wealth management practice. Collaborate with a dedicated team to enhance client interactions and satisfaction.
This role supports a Portfolio Manager and Investment Advisor, playing a pivotal part in creating personalized client experiences. Your focus will be on office operations and client-facing initiatives, ensuring a warm and professional environment for all clients and prospects.
Key Responsibilities:
• Engage clients by scheduling meetings and promoting events
• Coordinate and support seminars and client events
• Manage calendars and CRM updates for smooth operations
• Oversee office administration, including tracking expenses
• Greet clients and prepare meeting spaces professionally
Requirements:
• 3+ years in client-facing administrative roles
• Strong written and verbal communication skills
• Proven ability to stay organized and prioritize tasks
• Experience with ...