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Added 2 mins ago
Estimator (Transmission)
Valard Construction
Calgary, AB
Full-time
Prior experience in the electrical construction industry, field exposure through roles such as project coordinator, assistant project manager, QA/QC, or field engineer
Added 2 mins ago
IT Project Coordinator - Retail - Contract
Compugen Inc
Toronto, ON
Contract
Position Overview: The coordinator will support Project Managers delivering technology work associated with corporate real estate activities, including branch relocations, consolidations,…
Added 3 mins ago
Production Technician - AM Shift - 7:30am - 7:30pm - $23.17 hourly
C.H. Guenther & Son
Delta, BC
Full-time
…areas in packaging is to ensure that customer satisfaction and requirements are met at all times, responsible for final quality control check and proper documentation. Final stages for QC…
Added 3 mins ago
Executive Operations Coordinator to the President
Onni Group of Companies
Vancouver, BC
Full-time
Onni Group is seeking an exceptional Executive Operations Coordinator to the President to work directly alongside the President of Onni Group of Companies.
Added 18 mins ago
Magnetic Resonance Imaging Supervisor S3C
Providence Healthcare
Vancouver, BC
Temporary
…work site may be subject to change consistent with operations requirements and applicable provisions of the Collective Agreement and statutes. **Testing may be required. ***A criminal…
Added 31 mins ago
Revenue Analyst
Banff Centre for Arts and Creativity
Banff, AB
Full-time
…in accordance with Banff Centre policies and client contract…
Added 31 mins ago
Project Coordinator – Buildings
Pomerleau
Ottawa, ON
$68,000 to $89,000 CAD / year
Full-time
Organization, finding meaning in the details, solutions and growth are your passion. As a Project Coordinator within our Buildings division, you will manage several activities and deadlines…
Added 32 mins ago
Education Program Coordinator
Serpent River First Nation
Cutler, ON
Serpent River First Nation is seeking a dedicated and community-minded Education Program Coordinator to join the Department of Education. Reporting to the Director of Education, the…
Added 32 mins ago
Project Coordinator - Toronto, ON
Milestone Environmental Contracting Inc.
Toronto, ON
Full-time
Milestone Environmental Contracting Inc. (MECI) is seeking a Project Coordinator to assist in proposal preparation, project coordination and project execution. You would work closely with…
Added 32 mins ago
Pre-Clerkship Coordinator, College of Medicine (Regina)
University of Saskatchewan
Regina, SK
The Coordinator is also responsible for and accountable to ensure that all legal health and safety requirements are followed within the pre-clerkship program, Regina campus.
Added 32 mins ago
Administrative coordinator
Centro.team
Montreal, QC
Full-time
We are looking for a proactive, highly organized Administrative coordinator to provide personal and administrative support to company leadership. This role is ideal for someone who enjoys a…
Added 47 mins ago
Client Relations Coordinator
Lift Auto Group
Pickering, ON
$20 to $22 CAD / hour
Full-time
Intact Service Centre - Pickering is looking for a well-rounded Client Relations Coordinator to join our repair team. You’ll be the friendly and professional first point of contact for our…
Added 47 mins ago
Coordinator, Youth Community Connections
City of New Westminster
New Westminster, BC · Youth Centre, British Columbia
Full-time · Temporary
The Youth Community Connections Coordinator plays an integral role in providing community based, non-medical, social services focused support for early intervention, prevention and…
Added 47 mins ago
Project Coordinator
eurOptimum
Toronto, ON
Full-time
eurOptimum is looking for highly skilled Project Coordinator. This position requires excellent customer service and strong organizational skills. This person will manage day-to-day…
Added 47 mins ago
Junior Supplier Quality Coordinator
Vista Projects Limited
Calgary, AB
Full-time
The Junior Supplier Quality Coordinator is responsible for the day-to-day coordination, tracking, communication, and reporting of supplier quality activities. The coordinator supports…
Added 47 mins ago
Safety & Asset Protection Coordinator - Minnedosa Administration
Co-op
Minnedosa, MB
Full-time
Monitor compliance with occupational health and safety legislation, WHMIS requirements, internal policies, and regulatory standards; prepare reports, documentation, and compliance summaries…
Added 1 hour ago
Laboratory Coordinator - Second Shift - Fixed term 12 months
Kenvue
Guelph, ON
Full-time
We are seeking a detail-oriented and organized Quality Laboratory Coordinator to support laboratory testing programs and ensure the efficient operation of our Analytical and Microbiology…
Added 1 hour ago
Quality Assurance Manager
Florida Crystals / ASR Group
Belleville, ON
Act as the SQF Practitioner, PCQI and HACCP Coordinator for the site.
Added 1 hour ago
RAI Coordinator - Summit Place - Full time
Extendicare
Owen Sound, ON · LTC - Summit Place
Full-time
As a part of the Management team the RAI-MDS Coordinator reports directly to the Executive Director and is responsible for the sustainability of the RAI-MDS process and integration into…
Added 1 hour ago
Coordinator(s), Land-Based Learning, Faculty of Science
University of Calgary
Calgary, AB
Part-time
The Faculty of Science is seeking applicants for 1-2 part-time Coordinator positions to oversee and coordinate Indigenous community-based, land-based initiatives in partner First Nations in…
Added 1 hour ago
EDI Key Account Coordinator
Mint Green Group
Pointe-Claire, QC
Full-time
As an EDI Key Account Coordinator, you will play a critical role in delivering a seamless and exceptional experience to our key customers and sales partners. You bring a proactive,…
Added 1 hour ago
Marine Service Technician
PALFINGER
Langley (District), BC · City of Langley, BC
Full-time
Communicate clearly with the Service Coordinator, Service Manager, and customers regarding job progress and findings.
Added 1 hour ago
IMAC Technician
Compucom Staffing
Winnipeg, MB
Full-time
Coordinate with the IMAC Coordinator regarding schedules, priorities, equipment requirements, and outstanding issues
Added 1 hour ago
IMAC Technician
Compucom Staffing
Brandon, MB
Full-time
Coordinate with the IMAC Coordinator regarding schedules, priorities, equipment requirements, and outstanding issues
Added 1 hour ago
Assistant
Optimize Financial Group
Toronto, ON
Full-time
Coordinate AV, videoconferencing, catering, and other meeting technology or logistical requirements.

Optimize Financial Group

Assistant

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 24, 2026
Posting language: English
Posted: Sep 24, 2026

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Original job description

Optimize Financial Group is a premier wealth management firm in Toronto, ON, dedicated to helping clients achieve their financial goals through personalized financial solutions. We specialize in financial planning, portfolio management, tax preparation, debt management, and innovative investment strategies, supported by proprietary technology and exceptional service.

The Opportunity

We are seeking a highly organized, resourceful, and discreet Assistant to provide administrative, office, personal, and project-based support. This full-time, on-site role is well suited to someone who enjoys variety, takes initiative, and can manage multiple priorities with professionalism and strong attention to detail.

The successful candidate will coordinate office operations, meetings, travel, vendors, property-related matters, personal requests, and ad hoc operational projects. This role requires excellent judgment, reliable follow-through, and the ability to handle confidential information with discretion.

Key Responsibilities

Support inbox management by monitoring correspondence, coordinating required approvals, and following up on outstanding action items.
Coordinate travel arrangements, including hotels, rental cars, reservations, itineraries, and other logistics.
Schedule and coordinate personal appointments, leisure activities, errands, family-related matters, and other day-to-day requests.
Book and prepare boardrooms for meetings, communicate guest details to reception, and ensure rooms are clean, organized, and properly set up.
Coordinate AV, videoconferencing, catering, and other meeting technology or logistical requirements.
Assist with personal property management, including coordinating contractors, service providers, maintenance work, vendor access, quotes, invoices, and payment follow-up.
Report maintenance issues and coordinate follow-up through to completion.
Coordinate project approvals, invoicing, payments, and communication with relevant internal and external stakeholders.
Support storage organization, inventory-related projects, and office or operational improvements.
Source and purchase various operational items, including researching vendors, obtaining quotes, and coordinating delivery where required.
Provide general administrative and project support as required.

Qualifications

Previous experience in an executive assistant, administrative coordinator, personal assistant or a similar role. Hospitality or property management is a plus.
Exceptional organizational, time-management, and multitasking abilities.
Strong written and verbal communication skills, with a professional and polished manner.
High level of discretion and sound judgment when handling confidential personal, business, and financial information.
Proven ability to manage competing priorities, follow through on details, and work independently.
Comfortable communicating with clients, senior leaders, contractors, vendors, property managers, and service providers.
Proficiency in Microsoft Office, calendars, email, videoconferencing platforms, and spreadsheet-based tracking tools.
Availability to work full-time on-site

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More about this job

Responsibilities

Manage administrative, office, personal, and project-based support, including correspondence, travel, appointments, meetings, and confidential requests. Coordinate property maintenance, vendors, purchasing, approvals, invoices, payments, storage, and operational improvement projects.

Requirements

Previous experience in an executive assistant, administrative coordinator, personal assistant, or similar role is required; hospitality or property management experience is a plus. Candidates should have strong organizational and communication skills, discretion, sound judgment, independent follow-through, and proficiency with Microsoft Office, calendars, email, videoconferencing, and spreadsheet tracking tools.

Skills

Organization
Time Management
Multitasking
Written Communication
Verbal Communication
Discretion
Sound Judgment
Prioritization
Independent Work
Inbox Management
Travel Coordination
Calendar Management
Meeting Coordination
Vendor Coordination
Project Support
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Administrative Support
Executive Assistant
Administrative Coordinator
Personal Assistant
Office Operations
Inbox Management
Travel Arrangements
Calendar Management
Meeting Coordination
Boardroom Preparation
Videoconferencing
Audio-Visual Equipment
Catering
Property Management
Contractor Coordination
Vendor Management
Maintenance Coordination
Project Approvals
Invoicing
Payment Follow-Up
Inventory Management
Microsoft Office
Email
Spreadsheets

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