Front Office Leader

**Company Overview**

PWL Wealth Management is a premier independent Canadian Wealth Management firm. Canadian High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives.

Financial Planning, Tax and Estate services are delivered via PWL Conseil, and investment management is delivered via PWL Capital which is a Broker Dealer and CIRO member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 100 employees.

**Position Summary**

The Front Office Leader is the friendly face and steady hand of the PWL Montreal Office, creating a warm first impression for clients while keeping the office running smoothly behind the scenes. From greeting clients by name and managing daily communications to organizing events and coordinating with vendors, this role blends hospitality with organization. Working with Operations, HR, and IT, the Front Office Leader makes sure the office is not only efficient and well-run, but also a welcoming and enjoyable place for both clients and employees of PWL.

**Key Responsibilities**
- Creating the Client Experience _
- Always present a professional and pleasant attitude
- Always project a cheerful and positive demeanor on the phone
- Greet clients and prospective clients by name with a warm welcome
- Have a strong sense of personal responsibility for creating a positive office atmosphere
- Take pride in general office appearance and own your space
- Client Service and Front Desk _
- Answer phone inquiries and direct calls
- Prepare and organize meeting rooms, including managing boardroom technology
- Operations & Administrative Support _
- Oversee office organization and overall appearance
- Act as primary contact for office relationships (property manager, coffee supplier, alarm company, etc.)
- Organize materials for internal and external events
- Event & Culture Support _
- Plan and coordinate office functions, employee summit, happy hours, and other staff gatherings
- Support logistics for client-facing events, including preparing materials, coordinating with vendors, and managing the invitation process
- Help create a welcoming and engaging atmosphere at events through thoughtful details and preparation
- Track and organize marketing materials for both internal and external events
- Coordinate employee milestone recognition, including cards, gifts, and celebrations
- Assist with HR-related communications such as stat holiday reminders, annual event announcements, and office-wide updates
- Contribute ideas and support initiatives that build a positive, inclusive, and engaging workplace culture

**Qualifications**
- Fluent in French and English
- Excellent interpersonal skills, attitude, and phone skills
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Proficient with Microsoft Office
- Background in financial services is an asset, but not required
- CSC, CPH is an asset, but not required

**Work Environment**

PWL takes great pride in providing unparalleled wealth management services to individuals and families across Canada. In this dynamic environment, we value doing what is right for clients, making evidence-based decisions, personal accountability, innovation and humility. To thrive in this role, you must be dedicated to continuous learning and development, with a steadfast commitment to delivering an exceptional client experience.

**How to Apply**

Pay: $45,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- RRSP match
- Vision care
- Wellness program
- Work from home

Application question(s):

- Are you legally eligible to work in Canada?
- What are your salary expectations?

**Language**:

- English (required)
- French (required)

**Location**:

- Montréal, QC (required)

Work Location: In person