Executive Assistant

2 days ago


Toronto, Canada Optimize Wealth Management Full time
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 skills
  • Experience in managing expense reports
  • Strong communication skills
  • Administrative Assistance capabilities
  • Excellent organizational and time management skills
  • Proven ability to work effectively in a fast-paced environment
  • Proficiency in MS Office and other relevant software
  • Previous experience in wealth management or financial services is an asset


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