Administrative Support Specialist – Wealth Management

About the role

We are seeking an Administrative Support Specialist to serve as the backbone of a busy Portfolio Management team in Midtown Toronto. The role focuses on keeping high‑performing investment professionals organized and allowing them to concentrate on strategy.

Key responsibilities

• Manage complex schedules, meeting preparation, and daily priorities for the portfolio management team.
• Lead the administrative onboarding process for new high‑net‑worth clients, ensuring accurate documentation and smooth transitions.
• Maintain client data in the CRM system and support a premium service experience.
• Create professional presentations and quarterly reports using Microsoft Office tools.

Required profile

• Proven ability to improve processes and keep teams focused.
• Highly proficient with Microsoft Office, especially Excel; experience with ACT! or Salesforce is a plus.
• Excellent verbal and written communication for high‑level client interaction.
• Career‑oriented mindset with a mature, long‑term commitment to administrative excellence.

Required skills

• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• CRM platforms (ACT! or Salesforce)