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⏰ Full-time

Office Manager for Wealth Management Team

Altis Technology
Location 📍 mississauga, Canada
Posted 📅 May 29, 2026
Work Type ⏰ Full-time

Position Overview

Enhance client relations as an Office Manager in Toronto with a growing wealth management practice. Your contributions will foster meaningful client engagements and operational efficiency.

In this role, you will support a Portfolio Manager and Investment Advisor while ensuring streamlined office operations. Your administrative support and client interaction will greatly impact client satisfaction and strengthen relationships within the community.

Key Responsibilities:
• Schedule meetings and promote client-focused events
• Coordinate seminars, workshops, and client experiences
• Manage office calendars and CRM for smooth operations
• Handle expense tracking and basic bookkeeping tasks
• Prepare meeting spaces and greet clients warmly

Requirements:
• 3+ years in a client-facing administrative role
• Excellent communication skills, both written and verbal
• High level of organization and task managemen...

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Job Details

Employment Type
Full-time
📊
Category
Management & Operations
🏠
Work Arrangement
On-site
📍
Location
mississauga, Canada