Office Manager (Private Wealth Practice)

About the role

The Office Manager will support a growing private wealth management practice in Mississauga, acting as the primary point of contact for clients and ensuring smooth day‑to‑day operations. Working closely with a Portfolio Manager and Investment Advisor, you will help deliver a high‑touch, relationship‑driven experience.

Key responsibilities

• Engage directly 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 the practice running efficiently.
• Oversee office administration, including expense tracking and basic bookkeeping.
• Greet clients, prepare meeting spaces and create a professional, welcoming environment.
• Support outreach initiatives by tracking follow‑ups and maintaining client records.

Required profile

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

Required skills

• Proficiency with CRM systems.
• Advanced Microsoft Office skills (Word, Excel, PowerPoint, Outlook).
• Experience with QuickBooks (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.