Office Manager – Client‑Facing Administrative Role

About the role

We are seeking an Office Manager to support a growing private wealth management practice in Mississauga. The role blends administrative excellence with direct client interaction, ensuring a seamless, high‑touch experience for our portfolio of high‑net‑worth clients.

Key responsibilities

• Engage with clients and prospects to schedule meetings, promote events, and maintain strong touchpoints.
• Coordinate seminars, workshops, and client events, handling logistics and ensuring a polished experience.
• Manage calendars, communications, and CRM updates to keep daily operations efficient.
• Oversee office administration, including expense tracking and basic bookkeeping.
• Greet clients, prepare meeting spaces, and create a welcoming professional environment.
• Support outreach initiatives by tracking follow‑ups and maintaining client relationships.

Required profile

• Minimum 3 years of experience in a client‑facing administrative or coordination role.
• Strong written and verbal communication skills in English, with confidence on the phone.
• Excellent organizational abilities and the capacity to prioritize multiple tasks.
• Interest in financial services; CSC or IFC certification is a plus.

Required skills

• Proficiency with CRM systems.
• Advanced Microsoft Office skills.
• Experience with QuickBooks (strongly preferred).

What we offer

• A collaborative, close‑knit team that values professionalism and initiative.
• Exposure to the private wealth and financial advisory industry.
• Opportunities to develop strong client‑relationship skills.
• A workplace focused on high‑quality client experience and continuous improvement.