Executive Assistant for Wealth Advisory Firm

Options Consulting Solutions

mississauga, peel region, Canada
Full-time
Posted June 09, 2026

Job Description

Elevate your career as an Executive Assistant in a respected wealth advisory firm in Toronto, ON, offering a hybrid work environment. This role emphasizes organization, client onboarding, and administrative excellence.
Candidates with 3-5 years of experience in executive support, especially in financial services, will thrive in this position. Responsibilities include managing executive communications, overseeing office operations, and tracking critical action items. Your efforts will contribute to the firm's high-touch service model and commitment to excellence.
Key Responsibilities:
• Coordinate client meetings and manage priorities
• Draft responses and ensure follow-up on communications
• Oversee daily office operations and vendor liaison
• Support professional accreditation renewals
• Maintain confidentiality and professionalism
Requirements:
• 3–5 years of experience in executive assistance
• Proficient in Microsoft Office and CRM systems
• Strong ...