Audit Administrative Assistant supporting EY’s assurance and tax services in Toronto. Managing audit files, financial statements, tax packages and administrative coordination.
About the role
- Administrative Assistant supporting high-net-worth clients at a Toronto boutique wealth firm. Managing calendars, client materials, confidential records, and office logistics while learning private wealth management.
Responsibilities
- Act as the warm, professional first point of contact for affluent clients, coordinating inquiries across phone and email
- Manage executive calendars and schedule complex client reviews
- Coordinate internal meetings and keep the advisory team aligned on deadlines
- Compile client materials, organize files, and assist with presentations or data overviews before advisor consultations
- Maintain digital and physical filing structures with strict confidentiality for sensitive financial records and family histories
- Handle office logistics, including processing mail, ordering supplies, maintaining client tracking sheets, and interfacing with external vendors
- Learn about wills, trusts, corporate structures, and holistic wealth strategies
Requirements
- 2+ years of professional administrative or office support experience
- Experience in a boutique law firm, real estate office, accounting firm, or other professional services is a strong asset
- Genuine eagerness to learn about wealth management and private finance
- Strong personal finance interest and curiosity about the private wealth ecosystem
- Meticulous attention to detail, accurate data entry, careful editing, and systematic paperwork management
- Strong discretion, integrity, and commitment to client confidentiality
- High proficiency with Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint
- Comfortable learning cloud-based CRMs or tracking software
- Exceptional written and verbal communication skills for interacting with business leaders and high-earning professionals
- Resume and brief cover letter required
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Degree requirement
No Education Requirement
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