Reception - Client Coordinator

Are you a highly organized professional looking to elevate your career within the wealth management sector?
Randstad is partnering with a premier boutique wealth advisory practice in Markham, Ontario, to find a dedicated Reception - Client Coordinator for a vital finance & accounting role.
This full-time, in-office position requires exceptional communication skills to act as the first point of contact for high-net-worth clients and to provide seamless administrative support to a Senior Wealth Advisor. Your day-to-day will be dynamic, encompassing welcoming front-desk management, flawless calendar and inbox coordination. You will also take ownership of insurance management duties, prepare comprehensive portfolio reviews, and ensure the office environment remains pristine.
Offering a fantastic work-life balance with a Monday to Friday, 9:00 AM to 5:00 PM schedule and no mandatory overtime, this role is perfect for a mature, detail-driven individual with 1 to 3 years of experi...