Part-Time Office Manager

19 hours ago

Burlington, Ontario, Canada Assante Wealth Management Full time

Position Overview

Assante Wealth Management is seeking an organized and dependable Part-Time Office Manager & Trading Operations Coordinator to support a multi-advisor practice in our Burlington office.

This role acts as the central point for trade execution and office operations, working closely with five advisors and their respective administrative staff. While each advisor maintains their own dedicated admin support, this position is responsible for coordinating, processing, and executing trades submitted by the advisory team, ensuring accuracy, efficiency, and consistency across the practice.

In addition to trading operations, the role oversees key aspects of day-to-day office management and contributes to a professional, welcoming client experience.

This is an in-office, part-time position of approximately 4 hours per day, with some flexibility for scheduling. Compensation targeted at $25 - $30 per hour, based on experience.

Key Responsibilities

Trading Operations & Coordination

  • Serve as the central point of contact for all trade requests submitted by advisors and their administrative staff.
  • Review, process, and execute investment trades accurately while ensuring all trading activity adheres to internal policies and regulatory requirements.
  • Coordinate with individual admin staff to ensure all required documentation and approvals are complete prior to execution.
  • Monitor trade status and follow up on outstanding or incomplete items, resolving potential trade or account-related issues.

Office Management

  • Oversee day-to-day office operations to ensure smooth and efficient workflow.
  • Maintain office organization, supplies, and administrative systems.
  • Support consistency in office procedures across the multi-advisor practice.

Client Experience & Front Office Support

  • Greet clients professionally upon arrival, and assist with client needs during in-office visits.
  • Maintain a professional, organized, and client-ready office environment.

Qualifications & Experience

  • Experience in office management, trading administration, or operations within a financial services environment preferred.
  • Prior experience in a wealth management or financial advisory practice is a strong asset.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to work collaboratively with multiple advisors and administrative staff.
  • High level of discretion when handling confidential information.
  • Comfortable managing various priorities independently in a structured environment.

Work Schedule & Compensation

  • Part-time: Approximately 4 hours per day
  • Location: In-office role in Burlington, Ontario
  • Compensation: $25 - $30 per hour, based on experience

Why Join Assante Wealth Management

This role offers the opportunity to play a key operational role within a well-established, multi-advisor wealth management practice. You'll work alongside experienced advisors and support staff, helping ensure efficient trading operations, strong internal coordination, and a consistently high standard of professionalism for clients.

We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. Only those considered for an interview will be contacted, but we thank you for your interest in this position.

Job Types: Part-time, Permanent

Pay: $25.00-$30.00 per hour

Expected hours: 20 per week

Benefits:

  • Flexible schedule
  • On-site parking

Work Location: In person

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