Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Serve as the structural backbone of a boutique family advisory and private wealth firm, providing comprehensive financial headquarters services to high-net-worth families, entrepreneurs, and multi-generational business owners. This role offers an opportunity to learn the intricacies of wealth management and private finance within a collaborative team environment.

Responsibilities

• Act as the warm, professional first point of contact for affluent clients, coordinating inquiries and ensuring exceptional communication across phone and email.
• Manage executive calendars, schedule complex client reviews, coordinate internal meetings, and keep the advisory team aligned on deadlines.
• Compile client materials, organize files, and assist in preparing presentations or data overviews prior to advisor consultations.
• Maintain digital and physical filing structures, ensuring strict confidentiality regarding sensitive financial records and family histories.
• Handle office logistics, including processing mail, ordering supplies, maintaining client tracking sheets, and interfacing with external vendors.
• Observe client cycles, ask questions, and build foundational knowledge of wills, trusts, corporate structures, and holistic wealth strategies.

Requirements

• 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.
• High-net-worth administration requires flawless data entry, careful editing, and a systematic approach to paperwork.
• Utmost respect for privacy and a strong commitment to maintaining total confidentiality regarding client wealth.
• Highly proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Comfortable learning new cloud-based CRMs or tracking software.
• Exceptional written and verbal communication skills suited for interacting comfortably with established business leaders and high-earning professionals.
• Genuine eagerness to lean into the wealth management world.
• Value personal finance and want an immersive vantage point to learn the private wealth ecosystem.

Skills

• Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Cloud-based CRM or tracking software proficiency
• Written communication
• Verbal communication
• Calendar management
• Meeting preparation
• File management
• Office logistics management
• Client relationship support

Location

• Toronto

Work Type

• Full-time

Experience Level

• 2+ years

About the Company

• A highly respected, boutique family advisory and private wealth firm.
• Operates as the comprehensive 'financial headquarters' for high-net-worth families, entrepreneurs, and multi-generational business owners.
• Known for providing deeply personalized, white-glove service.
• Specializes in holistic financial planning, tax efficiency, estate preservation, and philanthropic legacy planning.
• A tight-knit, collaborative team that treats clients like family and deeply values long-term relationships over quick transactions.

Equal Opportunity

• Trevor Frances Recruitment is an equal opportunity recruitment partner.