Office Manager

AGF; Eastern Ontario; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player seeks a motivated Office Manager to oversee operations in their London, Ontario office. This role involves managing office supplies, supporting client relationships, and providing administrative assistance to the Private Client team. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a background in wealth management or financial services. Join a dedicated team committed to client satisfaction and operational excellence, where your contributions will directly impact the success of the firm and its clients.

Qualifications

• 3-5 years of experience in office management, preferably in financial services.
• Excellent communication, organization, and time-management skills.

Responsibilities

• Oversee daily office operations ensuring productivity and efficiency.
• Provide administrative support to the Private Client team and manage client relationships.

Skills

Communication Skills

Organization

Time Management

Interpersonal Skills

Client Relationship Management

Confidentiality

Education

Post-secondary education in Wealth Management

Business Administration

Finance or related field

Tools

Microsoft Office

Client Relationship Management systems (Harmony)

Job description

About AGF Management Limited

Founded in 1957, AGF is an independent and globally diverse asset management firm. With $50B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

About Highstreet Asset Management Inc.

Founded in 1998, Highstreet Asset Management Inc. is an investment management firm based in London, Ontario. The firm is wholly owned by AGF Investments Inc.

We offer a diverse suite of Pooled Funds and segregated accounts for individual stock and bonds holdings for high-net-worth individuals and families as well as foundations and endowments.

We are committed to our core principles of doing two things exceptionally well – managing money and serving our clients.

About the Role

You will play an integral role on the Highstreet team by overseeing all office operations of the London, Ontario office. You will be responsible for a broad range of administrative support. As Office Manager, you will support our Relationship Managers by building strong and lasting relationships with our clients and measuring client satisfaction. You will also support several operational functions such as the administration of daily client activity and transfers. You are a great team player, and an energetic, motivated, and highly organized administrative professional. This role will be in the office a minimum of 5 days per week.

Your Responsibilities:

Office Operations:

• Oversee daily office operations to ensure a productive and efficient office work environment.
• Manage office supplies and inventory, while coordinating repairs or replacements as needed with vendors.
• Act as a liaison between the London, Ontario office and key partners located in other offices (e.g. IT, Procurement, Facilities, HR, Compliance, etc.)
• Ensure that Highstreet’s client portal is up to date with accurate pooled fund information and performance.
• Build strong relationships with external partners, including Highstreet’s custodian and client relationship provider.
• Foster Highstreet’s client first reputation by responding and directing incoming phone calls in a professional manner.
• Process incoming and outgoing mail and packages.
• Strong candidates will be given increasing responsibility for leading the organization of Highstreet Private Client events and coordination of company sponsorships.

Administrative Support:

• Provide administrative support to Highstreet’s Private Client team which can include welcoming clients to Highstreet’s office, scheduling meetings, organizing travel, and handling expense reports.
• Assist in the client trade process including coordination of client trades and reconciliation to ensure trade compliance and accuracy.
• Assist in client transfer process, including submission and follow-up on transfers throughout the entire transfer process.
• Maintain client and professional lists which require periodic attention throughout the year (e.g., sending tax forms to accountants on behalf of the client).
• Assist with preparing presentations, reports, and other client materials as needed.
• Plan and execute office events, client meetings, and events, as well as team events.
• Assist with onboarding of new employees, providing office orientation, and helping them to get set-up in the office.
• Maintain and update internal compliance documentation/files and databases as required.

Your Skills and Qualifications:

• Post-secondary education with a focus on wealth management, business administration, finance or related field is preferred.
• Minimum 3-5 years of experience in an office management role, preferably in wealth management or financial services.
• Excellent communication skills, including both written and verbal.
• Strong organization, time-management, and attention to detail.
• Knowledge of Client Relationship Management systems including Harmony is a strong asset.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Ability to create and maintain client relationships.
• Excellent interpersonal, judgment, and decision-making skills.
• Self-motivated and the ability to be a great team player.
• Ability to maintain confidentiality and handle sensitive client information.
• Enthusiastic about working in a small team with the ability to adapt to the challenges of the day.
• Align with Highstreet’s purpose of serving our clients and stewarding their wealth.

No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.