Family Office Administrator

Location: On-site full-time, Monday through Friday, at Toronto-81 Bay, 12th Floor

Company

A relationship-oriented bank providing banking and wealth management services across Capital Markets, Commercial Banking, Private Banking, Wood Gundy/PIC, and Imperial Service.

What you will do

• Provide operational and tactical support to the Managing Director and Region Heads.
• Coordinate regional administrative activities, business initiatives, procedures, headcount, resource allocation, and office processes.
• Capture, track, and analyze partnership and client data supporting Family Office growth.
• Develop reporting structures and dashboards using CRM systems and tools such as Salesforce, Excel, and PowerPoint.
• Conduct research on industry trends, client data, and special projects related to ultra-high-net-worth client acquisition and retention.
• Coordinate communication with Finance, HR, Compliance, Business Risk, Technology, Marketing, Product, Real Estate, and Training partners.

Requirements

• Bachelor’s degree.
• Experience in the banking industry.
• Experience with data capture, analysis, and reporting to senior management.
• Strong Microsoft Office, CRM, and data presentation skills, including Excel, PowerPoint, and Salesforce.
• Senior-level organizational and administrative skills, with the ability to manage multiple priorities and solve operational problems.
• Legally eligible to work at the specified location and able to provide a valid work or study permit where applicable.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and a points-based recognition program.
• Support for professional growth and development, including a paid Purpose Day.
• Inclusive and accessible candidate and employee experience.

Hiring process

• Potential attribute-based assessment and skills testing, including simulations or French proficiency testing where applicable.
• Artificial intelligence tools may be used during recruitment.