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Trevor Frances Recruitment has partnered with a highly respected, boutique family advisory and private wealth firm located in the heart of Toronto. Operating as the comprehensive "financial headquarters" for high-net-worth families, entrepreneurs, and multi-generational business owners, our client is known for providing deeply personalized, white-glove service. They specialize in holistic financial planning, tax efficiency, estate preservation, and philanthropic legacy planning.
This is an exceptional opportunity to join a tight-knit, collaborative team that treats clients like family and deeply values long-term relationships over quick transactions.
The Opportunity
We are seeking an organized, polished, and proactive Administrative Assistant to serve as the structural backbone of this boutique office.
This role is perfect for a classic administrative professional who possesses a genuine curiosity for the world of wealth management and private finance. Our client is looking for someone with outstanding core administrative skills who is eager to absorb the intricacies of high-net-worth asset coordination, estate planning, and family office stewardship.
Key Responsibilities
Client Relationship Support: Act as the warm, professional first point of contact for affluent clients, coordinating inquiries and ensuring exceptional communication across phone and email.
Calendar & Schedule Coordination: Masterfully manage executive calendars, schedule complex client reviews, coordinate internal meetings, and keep the advisory team aligned on deadlines.
Meeting Preparation: Compile client materials, organize files, and assist in preparing clean presentations or data overviews prior to advisor consultations.
Data & File Architecture: Maintain impeccable digital and physical filing structures, ensuring strict confidentiality regarding sensitive financial records and family histories.
Boutique Office Management: Handle essential office logistics, including processing mail, ordering supplies, maintaining client tracking sheets, and interfacing with external vendors.
Industry Learning: Proactively observe client cycles, ask questions, and build a foundational knowledge of wills, trusts, corporate structures, and holistic wealth strategies.
Qualifications & Attributes
Experience: 2+ years of professional administrative or office support experience (experience in a boutique law firm, real estate office, accounting firm, or other professional services is a strong asset).
Financial Curiosity: A genuine eagerness to lean into the wealth management world. You value personal finance and want an immersive vantage point to learn the private wealth ecosystem.
Meticulous Eye for Detail: High-net-worth administration requires flawless data entry, careful editing, and a systematic approach to paperwork.
Discretion and Integrity: Utmost respect for privacy and a strong commitment to maintaining total confidentiality regarding client wealth.
Technical Savvy: Highly proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and comfortable learning new cloud-based CRMs or tracking software.
Refined Communication: Exceptional written and verbal communication skills suited for interacting comfortably with established business leaders and high-earning professionals.
How to Apply
If you are a high-execution administrative professional looking to build a meaningful career pathway within a high-stakes, rewarding industry, we want to hear from you. Please submit your resume and a brief cover letter outlining why this specific industry excites you.
Trevor Frances Recruitment is an equal opportunity recruitment partner. All applications will be reviewed in strict confidence. Only candidates selected for an interview will be contacted.
