Executive Assistant And Client Relations Manager

Company Description Team Impact Financial Inc. is a growing financial services firm serving clients in the Greater Toronto Area and beyond. The organization focuses on providing personalized financial strategies, client education, and long-term relationship-based service. Team Impact Financial Inc. values professionalism, integrity, and responsive support to help clients make informed decisions. The work environment emphasizes collaboration, reliability, and a client-first mindset, offering team members opportunities to contribute meaningfully to client experiences. Role Description The Executive Assistant and Client Relations Manager is a part-time, hybrid role based in Downtown Toronto, Canada. This role supports senior leadership with calendar management, meeting coordination, correspondence, and preparation of documents and presentations. Day-to-day responsibilities include managing reports, organizing files, maintaining office systems, and handling routine administrative tasks to ensure smooth operations. The role also involves serving as a primary point of contact for clients, responding to inquiries, scheduling appointments, and helping to maintain strong, professional relationships. The successful candidate will balance executive support and client service duties, while maintaining confidentiality and accuracy in all work. Qualifications Strong Executive Administrative Assistance and Executive Support skills, including calendar management, meeting preparation, and document handling. Experience preparing and reconciling Expense Reports with attention to detail and accuracy. Excellent Communication skills, both written and verbal, for interacting with executives, clients, and team members. Proficient Administrative Assistance skills, including filing, data entry, office organization, and basic document management. Ability to manage multiple priorities, meet deadlines, and maintain confidentiality in a financial services environment. Proficiency with common office software (e.g., Microsoft Office or Google Workspace) and basic CRM or client management tools. Previous experience in financial services, professional services, or a client-facing administrative role is an asset. Post-secondary education in business, administration, or a related field is preferred, or equivalent relevant experience.

The role provides high-level administrative support to senior leadership, including calendar management and document preparation. Additionally, it serves as the primary point of contact for clients to maintain professional relationships and handle inquiries.

Candidates should possess strong executive support skills and proficiency in office software and CRM tools. A post-secondary degree in business or administration is preferred, along with experience in financial or professional services.

• Google WorkspacePreferred
• Microsoft OfficePreferred
• Data entryPreferred

Identified from the job description. Confirm important requirements above.

• Executive Administrative Assistance
• Executive Support
• Calendar Management
• Meeting Preparation
• Document Handling
• Expense Report Reconciliation
• Written Communication
• Verbal Communication
• Filing
• Data Entry
• Office Organization
• Document Management
• CRM Tools
• Microsoft Office
• Google Workspace
• Client Relations Management

• Administrative
• Finance & Accounting
• Customer Service & Support
• Management & Leadership

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Apply by

Sep 16, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available