Company Description Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals.
We provide personalized financial solutions and advice, covering services such as financial planning, portfolio management, tax preparation, debt management, and estate planning.
Our holistic approach, combined with no load advisory services and personalized customer service, sets us apart in the industry.
Role Description This is a full-time on-site role for an Executive Assistant at Optimize Wealth Management. The Executive Assistant will be responsible for providing executive support, managing expense reports, facilitating communication, and offering administrative assistance to the team.
Qualifications Executive Administrative Assistance and Executive Support skillsExperience in managing expense reportsStrong communication skillsAdministrative Assistance capabilitiesExcellent organizational and time management skillsProven ability to work effectively in a fast-paced environmentProficiency in MS Office and other relevant softwarePrevious experience in wealth management or financial services is an asset
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