Office Administrator

4 days ago

North York, Canada iA Private Wealth Full time

**Job Title: Office Administrator**

**Job Summary**:
As a Senior Office Administrator, with iAPrivate Wealth, Willowdale Branch, you will play a pivotal role in overseeing and managing the day-to-day administrative operations of the office. This position requires a seasoned professional with extensive experience in office management, strong communication skills, and good organizational skills. The Senior Office Administrator will liaise with various clients, suppliers and organization team, ensuring efficient workflow, fostering a positive working environment, and maintaining high standards of professionalism.

**Responsibilities**:

- Develop and implement office policies and procedures to ensure efficiency, compliance, and a positive work culture.
- Cultivate and maintain strong relationships with clients, understanding their financial goals and concerns.
- Respond promptly to client inquiries, providing accurate and comprehensive information and support.
- Oversee general office operations, including mail distribution, supplies procurement, and facility maintenance.
- Develop and implement efficient systems for document management, electronic filing, and record-keeping.
- Oversee and optimize business processes related to client onboarding, account management, and client service delivery.
- Collaborate with the financial planning team to identify opportunities for increasing Assets under Management (AUM).
- Develop and implement strategies to enhance client investment portfolios.
- Contribute to the development of marketing strategies to attract new clients and expand the business.

**Qualifications**:

- Proven office experience (3-5 years).
- Strong organizational and multitasking abilities.
- Excellent communication and interpersonal skills.

**Salary**: $40,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Tuition reimbursement
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Office: 3 years (preferred)

Ability to Commute:

- North York, ON M3C 3S2 (required)

Work Location: In person

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