Client Executive

_**Are you passionate about success? We’re scaling rapidly and we need best-in-class talent.**_

At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and more, our clients are high performers requiring tailored solutions for financial success.

From our offices in Dubai, Los Angeles, and Toronto, we’ve built a diverse team that’s committed to growth and success. We’re entrenched in the practical aspects of our clients’ corporate and personal lives, domestic and foreign, providing valuable insights and tangible results across manifold financial matters - from business management to taxation, accounting, family office services and wealth and asset management.

By combining modern systems and technology with fully remote business services, we’re able to provide a high-quality, integrated experience to our clients.

We want to have the best qualified people in every job - people who are as passionate as we are about championing our clients. We offer flexible hybrid work arrangements and have remote team members around the world supporting our clients and our vision daily. Our digital-first mindset ensures everyone is connected and working to deliver client success, while helping you do your best work.

We offer competitive salaries and an excellent benefits package for full-time employees, including paid time off, referral bonuses and a comprehensive health plan. We recognize employee birthdays, participate in team retreats, celebrate holidays and milestones, and offer perks throughout the year.

We are an equal opportunity employer.

We currently have an opportunity for a **CLIENT EXECUTIVE** who is as passionate as we are about championing our clients.

**POSITION OVERVIEW**:
Our Client Executives are the driving force behind our client relationships, ensuring their needs are met with precision and efficiency. They work collaboratively with a team of expert advisors, supporting them in delivering high-level service to our esteemed clientele. Their exceptional organizational skills and keen eye for detail make them invaluable assets to our firm.

**Key Responsibilities**:

- **Mail & Document Management**:

- Retrieve and process mail daily from the Markham office.
- retrieve and handle mail from the California office weekly and on a ad hoc basis.
- Scan, save, and categorize mail into appropriate digital files.
- Ensure outgoing mail is shipped or couriered promptly.
- Manage and track incoming and outgoing correspondence efficiently.
- **Banking & Financial Administration**:

- Deposit checks into the appropriate client accounts.
- Maintain accurate records of deposits and notify relevant team members.
- Handle banking-related inquiries as necessary.
- **Office Support & Coordination**:

- Respond to ad hoc administrative requests from both on-site and remote staff.
- Order and maintain office supplies, ensuring adequate stock levels.
- Liaise with vendors and service providers for office-related needs.
- Coordinate tasks with other client administrators to ensure smooth operations.
- **File & Data Management**:

- Save and organize files in our file management system as directed by client advisors.
- Ensure documents are easily accessible and properly categorized.
- Assist with document formatting and preparation as needed.
- **General Administrative Duties**:

- Assist with scheduling and coordination of meetings or appointments.
- Manage office equipment, ensuring everything is in working order.
- Support HR and management with employee onboarding paperwork if required.
- Monitor office cleanliness and organization, liaising with cleaning staff or services as needed.
- **Communication & Client Support**:

- Serve as a point of contact for general office inquiries.
- Maintain professional correspondence with vendors, clients, and team members.
- Create Canopy Clients and tasks on an ad hoc basis

**Qualifications**:

- Proven experience as a client administrator, administrative assistant, or similar role.
- Strong understanding of business management and tax processes.
- Excellent communication and interpersonal skills.
- Exceptional organizational and time management abilities.
- Proficiency in using office productivity tools, such as MS Office Suite.
- Attention to detail and a high level of accuracy.
- Ability to work independently and collaboratively in a fast-paced environment.
- Must be professional, discrete and understand the importance of confidentiality.
- Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
- Familiarity with tax software and accounting systems is a plus.

**Requirements**:

- 2 years’ experience in an administrative role.
- Certificate or Degree in Business Administration, Accounting or related field is preferred.

Work Location: