Job post summary
Date posted: March 31, 2025
Pay: CA$60,000.00-CA$70,000.00 per year
Job description:
Administration & Coordination Assistant – Spencer Mancini Wealth Management
Are you looking to join a small team of dynamic professionals in the field of wealth
management?
We are seeking a highly organized, detail-oriented individual with strong
problem-solving skills and the ability to remain calm and effective under pressure. You
take initiative, enjoy working collaboratively, and are equally comfortable working
independently. You’re a fast learner, eager to adopt new systems, and proficient in the
Microsoft Office suite. You’re confident without being arrogant, professional without
being stiff.
You are:

• Perfectly bilingual in spoken and written French and English
• A university graduate (Bachelor’s degree required)
• Ideally experienced in wealth management or a related field
• Committed to working in-office five days a week
• Discreet, respectful of industry regulations, and mindful of confidentiality
• Aware of when to be sociable and when to focus
• Passionate about supporting clients as part of their trusted financial team
  We value balance as much as performance: when your day ends at 5 p.m., it truly
  ends—your evenings and weekends are yours.
  If this sounds like you, we’d love to meet you.
  Who we are:
  At Spencer-Mancini Wealth Management, we’re more than a team—we’re a tight-knit
  group of professionals who care deeply about our clients and each other. With over 75
  years of combined experience, we've earned our reputation by leading with empathy,
  building trust, and treating our clients like family. That same care defines how we work
  together.
  As a boutique wealth management firm, we offer a dynamic, collaborative environment
  where every voice matters and every contribution counts. We believe in rolling up our
  sleeves, supporting one another, and solving challenges together. Here, you’re never
  just a number—you’re part of a mission-driven team with shared values and a clear
  purpose.
  Our approach to wealth management is holistic. We provide clients with tailored
  solutions across investment planning, insurance strategies, debt management, estate
  maximization, and business succession planning. It’s complex, meaningful work—and
  we rely on each other’s strengths to deliver it with excellence.
  Your Responsibilities
  Prepare Client Onboarding Packages
  Organize all required KYC and compliance documents ahead of meetings, ensuring
  materials are complete, accurate, and ready for upload to Chronos. Shadowing
  supports onboarding process familiarity.
  Reception & Client Experience
  Greet clients warmly, manage incoming calls, schedule meetings, and ensure a
  professional front office presence when needed.
  Email & Correspondence Drafting
  Draft, proofread, and send clear, professional bilingual (French/English)
  communications using Microsoft Outlook. Includes client follow-ups, reminders, and
  internal memos.
  Report & Document Preparation
  Prepare pre-meeting packages, investment summaries, and client-ready documents
  using Word and Excel. High attention to detail is a must.
  Microsoft Office Proficiency – Especially Excel
  Use Excel to create and update spreadsheets, manage data, and support financial
  reporting or operational needs. Comfort with formulas, formatting, and efficiency tools is
  essential.
  Compliance & Regulation Monitoring
  Understand and adhere to rules and regulations of the mutual fund and brokerage
  environment; assist in ensuring files and communications meet industry compliance
  standards.
  Calendar & Meeting Coordination
  Schedule and confirm appointments, manage advisor calendars, and prepare agendas
  and notes for internal or client-facing meetings.
  Team Support & Task Delegation
  Collaborate with advisors to prioritize tasks, follow up on deliverables, and proactively
  identify where support is needed across the team.
  Process Improvement & Autonomy
  Take initiative to streamline office procedures, identify gaps or inefficiencies, and use
  available resources to solve problems without constant supervision.
  In-Office Operations & Readiness (5 Days/Week Presence)
  Help maintain a professional, organized, and client-ready environment daily. Support
  in-person logistics such as file access, printing, hosting meetings, and general
  day-to-day office needs that require physical presence and responsiveness
  Compensation
  The base salary for this role ranges from $60,000 to $70,000, commensurate with
  experience.
  A performance-based bonus may also be awarded annually.
  If you’re someone who values professionalism with a personal touch, who thrives in a
  collaborative, supportive culture, and who’s motivated by the opportunity to grow
  alongside experienced mentors—we’d love to meet you.
  Come build your career with us at Spencer-Mancini.
  Job Types: Full-time, Permanent
  Benefits:
• Dental care
• Extended health care
• RRSP match
  Work Location: In person