Description:

Administrative Support Specialist – Wealth Management

Midtown Toronto | Steps from the Subway

Are you a master of organization who thrives on keeping high-performing investment professionals on track? We are a busy Portfolio Management team looking for a dedicated Administrative Support Specialist to serve as the backbone of our practice.

This isn’t just a “data entry” job—we need a gatekeeper and a strategist who takes pride in being a top-tier administrator for a sophisticated wealth management team. No wealth management experience necessary – if you have top level administrative skills, we’ll teach you the industry!

The Location

📍 Midtown Toronto. We are conveniently located right on the subway line, making for an easy, stress-free commute.

What You’ll Do

• Drive the Practice: Keep the portfolio management team focused on high-level strategy by managing complex schedules, meeting prep, and daily priorities.
• Client Onboarding: Lead the administrative onboarding process for new clients, ensuring all documentation is accurate and the transition is seamless.
• Client Management: Utilize CRM to manage HNW client data and ensure a premium service experience.
• Presentation Design: Create professional, high-impact presentations and quarterly reports using MS Office.

Who You Are

• A Natural Organizer: You don’t just follow a process; you improve it. You are the person who keeps the entire team focused.
• Tech-Savvy: You are highly proficient in MS Office (Excel is a must). Preference given to candidates who have experience with ACT! and Cloven CRM systems.
• A Pro Communicator: You possess excellent verbal and written skills for professional, high-level client interaction.
• Career-Oriented and a Sense of Maturity: You aren’t looking for a “stepping stone”—you want to be the best administrative professional in the industry.