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Added 7 mins ago
ICQA Data Analyst, YVR4
Amazon
Delta, BC
Added 21 mins ago
ID
Administrative Assistant
Institut de recherches cliniques de Montréal (IRCM) / Montreal Clinical Research Institute
Montreal, QC
- Full-time
The Montreal Clinical Research Institute (IRCM) is a world-class biomedical research center that puts science to work for health. The work of our teams contributes to major advances in…
Added 21 mins ago
D
Administrative Assistant
Dexian
Toronto, ON · Greater Toronto Area, Canada
- Contract
Senior Administrative Assistant – Investment & Corporate Banking
Added 21 mins ago
S
Medical Laboratory Assistant - Vancouver Casual
Sanya’k̓ula
Vancouver, BC
- Part-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 22 mins ago
TH
Clinic Clerical Assistant (Temporary Part-Time)
Trillium Health Partners
ON · ON, Canada
- Part-time
The Department Clinic Clerical Assistant (CCA) provides clerical support reception; new referrals processing and information management; patient administrative services, ensuring the…
Added 22 mins ago
TH
Clinic Clerical Assistant - Diagnostic Imaging (Temporary Part-Time)
Trillium Health Partners
Toronto, ON · Etobicoke, ON
- Part-time
The Department Clinic Clerical Assistant (CCA) provides clerical support reception; new referrals processing and information management; patient administrative services, ensuring the…
Added 51 mins ago
CN
Project Assistant
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
…scope appeal to you? If you answered yes, then the Project Assistant role may be the opportunity for you - apply…
Added 51 mins ago
AI
Recruitment Panelist-Administrative Assistant
ABICh Inc. Canada
Montreal, QC
- Full-time
We are seeking a Panelist Recruitment– Administrative Assistant to support the recruitment and coordination of clinical study participants. This role is responsible for participant…
Added 51 mins ago
OC
Digital Marketing & Leasing Assistant
Orem Capital
Montreal, QC
- Full-time
Position : Digital Marketing & Leasing Assistant
Added 52 mins ago
Legal Services Technician 1-2
The Government of Nova Scotia
Halifax, NS
As our successful candidate, you will possess a certificate/diploma from a Legal Assistant or Paralegal program.
Added 52 mins ago
Branch Administrator - Temporary
Government of Alberta
AB
…branch leadership. The position serves as a key liaison with the Assistant Deputy Minister's Office, divisional partners, and other ministry stakeholders to support seamless service…
Added 52 mins ago
Assistant / Associate / Full Professor - Academic General Internist
University of Toronto
Toronto, ON
…Improvement (CQI) or a Clinician Teacher (CT), at the rank of Assistant, Associate or Full Professor. It is expected that the position will be approximately 70% clinical and 30% related to…
Added 1 hour ago
E
Senior Accountant
Ecolab
Calgary, AB · CAN-Calgary Office Quarry Park
- Full-time
We are seeking a highly motivated Senior Accountant to join our growing Finance team. Reporting to the Assistant Controller and Controller, this role offers a unique opportunity to…
Added 1 hour ago
Program Assistant- Forensic General Unit A
CAMH
Toronto, ON
The Program Assistant provides direct and indirect client support, assists clinical staff in maintaining a safe and therapeutic environment, and contributes to the overall functioning of…
Added 1 hour ago
NS
Medical Laboratory Assistant - Laboratory Services
Nova Scotia Health Authority
Waterford
- Internship
Under the direction of Management (or designate), the Medical Laboratory Assistant (MLA) works in collaboration with and supports all members of Pathology and Laboratory Medicine (PLM) by…
Added 1 hour ago
SIA - CHM362H5S Metabolism and Bioenergetics (Tutorial Leader & Marker)
University of Toronto
Mississauga, ON
Added 1 hour ago
SIA - CHM243H5S Introductory Organic Chemistry II (Laboratory Demonstrator)
University of Toronto
Mississauga, ON
Added 1 hour ago
SIA - CHM120H5S Chemical Principles II (Laboratory Demonstrator/Tutorial Leader)
University of Toronto
Mississauga, ON
Added 1 hour ago
SIA - AST201H5S Exploring the Universe (Marker)
University of Toronto
Mississauga, ON
Added 1 hour ago
SIA - CHM120H5S Chemical Principles II (Marker)
University of Toronto
Mississauga, ON
Added 1 hour ago
UO
Assistant Professor - Aerospace Engineering (Aeronautics)
University of Toronto
Toronto, ON
- $135,000 to $160,000 CAD / year
…full-time tenure stream position in Aerospace Engineering with a research focus broadly in aeronautics. The appointment will be at the rank of Assistant Professor, with an anticipated start…
Added 1 hour ago
UO
Assistant Professor, Teaching Stream - Aerospace Engineering
University of Toronto
Toronto, ON
- $125,000 to $150,000 CAD / year
…Aerospace Engineering. The appointment will be at the rank of Assistant Professor, Teaching Stream with an anticipated start date of July 1,…
Added 2 hours ago
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Senior Legal Counsel and Assistant Corporate Secretary
CIRO / OCRI
Toronto, ON · Montreal, QC · AB · Vancouver, BC · Calgary, AB
- Full-time
Reporting to the General Counsel, the Senior Legal Counsel & Assistant Corporate Secretary plays a pivotal role in the seamless execution of CIRO’s governance framework by ensuring the…
Added 2 hours ago
AH
Medical Physicist Assistant
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
Alberta Health Services is seeking a Medical Physicist Assistant to join the Provincial Diagnostic Imaging program. Reporting to the Director, Diagnostic Imaging Central, this position…
Added 2 hours ago
SC
Director's Administrative Assistant
Strathcona County
Sherwood Park, AB
- Full-time
Reporting to the Director of Financial and Strategic Services, this Director’s Administrative Assistant provides leadership and coordination for the day-to-day operation of the Director’s…

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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