Overview
Office Services Manager Jobs in Toronto, Ontario, Canada at Options Consulting Solutions
Title: Office Services Manager
Company: Options Consulting Solutions
Location: Toronto, Ontario, Canada
OFFICE SERVICES MANAGER
FULL-TIME
TORONTO
Do you have experience in wealth management?
Are you skilled in managing office operations?
Are you detailed and articulate with strong business and financial acumen?
The Company
Our client is an established private wealth management firm supporting high-net-worth families. To uphold their operational excellence and maintain the exceptional quality of their services, they are looking for a proactive and service-oriented professional to manage their office.
Company Perks and Rewards
Competitive compensation
Employee health benefits
Autonomy and decision making are preferred
Hybrid work model
The Job!
You are integral to successful operations, offering support to all areas of the business. You will:
Manage day-to-day office operations, vendor coordination, IT support, supplies, and legal document handling.
Oversee document management systems including digital and physical filing, and legal record retention.
Coordinate compliance activities with OSC and IIROC, including filings, audits, and regulatory communication.
Monitor regulatory changes and support updates to firm compliance policies and procedures.
Support financial reporting, including annual reports, insurance renewals, and tracking of financial data and memberships.
Assist with tax and banking-related documentation, working with accountants and financial advisors.
Provide administrative support for charitable foundations, including grant tracking, meetings, and compliance.
Liaise with external stakeholders including clients, service providers, brokers, regulatory bodies, and nonprofit partners.
Support special projects and collaborate cross-functionally on operational and strategic initiatives.
What you bring to the job
Post-secondary education, ideally a bachelor’s degree in a relevant field (finance, business, etc.)
At least 7 years of experience as a leader in administration and financial services
Experience in the financial services sector, ideally in wealth or investment management
Knowledge of OSC and IIROC regulations and ensuring compliance
Strong sense of business and financial acumen, with thorough understanding of financial
data
High level of attention to detail and accuracy with strong time management skills
Exceptional communication skills, both written and verbal, including ability to speak with senior executives
Experience with Microsoft Office Suite and QuickBooks essential
Qualified job seekers are asked to apply with attention to Antoinette King. Reference #13383
I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
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