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Added 12 mins ago
TH
Executive Assistant
Talent Harbour
Burnaby, BC
- $65,000 to $85,000 CAD / year
- Full-time
They are seeking a proactive, resourceful, and adaptable Executive Assistant to support the CEO, collaborate with the team, and help drive growth. This high-responsibility role requires…
Added 43 mins ago
S
Medical Laboratory Assistant
Sanya’k̓ula
North Vancouver, BC
- Full-time
Grade 12, successful completion of a recognized Lab Assistant training program plus one year's recent related experience or an equivalent combination of education, training and experience.
Added 1 hour ago
FM
Controller - Canadian Division
Forvis Mazars US Executive Search Practice
Ottawa, ON
- Full-time
This is an outstanding opportunity for an experienced ambitious Assistant Controller, Accounting Manager looking to take the next step into a senior finance leadership role. Or, ideally an…
Added 1 hour ago
BG
Executive Assistant
Brandt Group of Companies
Regina, SK
- Full-time
The Executive Assistant works within the Executive Services Corporate department to support Senior Executives through advanced project management and administrative expertise. This role…
Added 2 hours ago
OF
Assistant
Optimize Financial Group
Toronto, ON
- Full-time
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…
Added 3 hours ago
AG
Assistant Manager, Middle Office
Apex Group Ltd
Toronto, ON
- Full-time
Balance project work, enhancements, and production issues across competing client, internal, and BAU demands.
Added 4 hours ago
AY
Property Manager
Avison Young | Canada
Toronto, ON
- Full-time
Provide guidance, leadership, and direction to Assistant Property Managers, Property Administrators, Building Operators, and support staff.
Added 4 hours ago
D
Project Manager, Docking Work Periods (Ship Repair)
Duke
Levis, QC
- $140,000 to $160,000 CAD / year
- Full-time
Lead project integration across the strong matrix by aligning estimating, procurement, materials management, planning, scheduling, production, QA/QC, project controls, contracts, finance,…
Added 4 hours ago
Administrative Assistant - Community & Continuing Education
CAMH
Toronto, ON
…Administrative Supervisor, the full-time, permanent Administrative Assistant will provide confidential, administrative support to the Education department leadership…
Added 14 hours ago
UO
Administrative Assistant
University of Ottawa
Ottawa, ON · Social Sciences Building
- Full-time
Added 14 hours ago
ACCOUNTING ASSISTANT 1
City of Toronto
Toronto, ON
Job Category: Finance, Accounting & Purchasing
Added 15 hours ago
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Administrative & Operations Coordinator
Wonderbrands
Toronto, ON · Etobicoke, ON
- Other
3+ years experience as an assistant in a manufacturing environment preferred
Added 16 hours ago
ST
Administrative Assistant - Legal Services
SEGULA Technologies
Montreal, QC
- Full-time
We are seeking an experienced and proactive Senior Executive Assistant / Legal Administrative Specialist to deliver comprehensive administrative support to our Legal Services & Contracts…
Added 22 hours ago
FC
Producteur bilingue, Affaires de la société / Corporate Affairs Producer Bilingual
Fidelity Canada
Montreal, QC
- Full-time
Added 1 day ago
J
Manager, Corporate Strategic Project Delivery
Jobbe
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Develop, implement, and maintain comprehensive project plans, while prioritizing tasks and managing day-to-day operations, including documentation, timelines, resource allocations, risk and…
Added 1 day ago
S
Program Assistant, Infection Control - IPAC
Sanya’k̓ula
Burnaby, BC
- Full-time
The Program Assistant reports to a Director and serves as a vital linkage and communication source to keep the program/department informed and aligned to its priorities. The position is…
Added 1 day ago
ST
Executive Assistant
Strides Toronto
Scarborough Bluffs Park, ON
- $51,699 to $60,202 CAD / year
- Full-time
This is an existing vacancy for a full-time permanent Executive Assistant (EA) that develops and maintains systems that support the smooth and effective operation of the offices of the VP,…
Added 1 day ago
FM
Controller
Forvis Mazars US Executive Search Practice
Ottawa, ON
- Full-time
This is an outstanding opportunity for an experienced ambitious Assistant Controller, Accounting Manager looking to take the next step into a senior finance leadership role. Or an…
Added 2 days ago
KL
Administration Technician
Kativik llisarniliriniq
Kuujjuaq, QC
- Full-time
Reporting to the Administrative Assistant, School Operations, the Administration Technician is responsible for performing various technical tasks related to the management of human and…
Added 2 days ago
VG
Executive Assistant / Office Coordinator
VS Group
North Bay, ON
- Full-time
We are looking for a highly organized, professional, technology-savvy, and dependable individual to join our team as an Executive Assistant / Office Coordinator.
Added 2 days ago
S
Administrative Assistant - Odette Cancer Centre - Regular Part-Time - 2026-18613 (2026-18613)
Sunnybrook
Toronto, ON
- Part-time
Be the primary contact for Sunnybrook activities, preparing, and ensuring proper submission of grant and project submissions in accordance with timelines
Added 2 days ago
K
Partner Administrative Assistant, Audit (Vaughan)
KPMG
ON · Vaughan, Ontario
- Full-time
KPMG is looking for an Administrative Assistant who can provide support on a range of activities to ensure a high-quality product.
Added 2 days ago
M
Managing Director, Assistant Chief Counsel
Manulife
Toronto, ON
- Full-time
Manulife seeks a Managing Director, Assistant Chief Counsel with 8+ years of meaningful transactional legal experience involving the structuring, negotiation and managing of complex private…
Added 2 days ago
SS
BUSINESS SERVICES MANAGER, TEMPORARY FULL-TIME (1.0 FTE)
Southridge School
Surrey, BC
- Full-time
Work collaboratively with the Assistant Head of School and the Director of Finance and Business Operations regarding the use of school facilities by external organizations
Added 2 days ago
FC
Project Manager FCC
Fidelity Canada
Toronto, ON
- Full-time
The Project Manager will support a multi-year enterprise automation initiative. They will be responsible for successful planning and execution of cross-functional initiatives that define…

Optimize Financial Group

Assistant

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Posting language: English
Posted: Oct 5, 2026

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

Apply About employer

More about this job

Responsibilities

Manage administrative, office, personal, and project-based support, including correspondence, travel, appointments, meetings, and day-to-day 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 an advantage. Candidates should be highly organized, discreet, independent, and effective at managing competing priorities, with strong communication skills and proficiency in Microsoft Office, calendars, email, videoconferencing, and spreadsheet tracking tools.

Skills

Inbox Management
Travel Coordination
Calendar Management
Meeting Coordination
Videoconferencing
Vendor Management
Property Management
Project Coordination
Invoice and Payment Coordination
Procurement
Inventory Management
Microsoft Office
Written and Verbal Communication
Organization
Time Management
Discretion

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Investment Strategies
Inbox Management
Travel Arrangements
Calendar Management
Boardroom Preparation
Videoconferencing
Meeting Technology
Property Maintenance
Contractor Coordination
Vendor Management
Project Approvals
Invoicing
Payment Follow-Up
Procurement
Vendor Research
Quote Management
Storage Organization
Inventory Projects
Microsoft Office
Email
Spreadsheets
Confidential Information

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