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Job Title


Receptionist / Office Manager


Company : Optimize Financial Group


Location : Toronto, Ontario


Created : 2026-03-20


Job Type : Full Time


Job Description

About Optimize Financial GroupOptimize Financial Group is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients financial goals through personalized financial solutions. We specialize in financial planning, portfolio management, tax preparation, debt management, and innovative investment strategies, leveraging proprietary technology to deliver exceptional service for financial professionals and their clients.About the RoleWere looking for a highly organized and personable Receptionist / Office Manager to support our growing team and ensure smooth day-to-day office operations. This full time on-site role combines front-of-house reception duties with behind-the-scenes office management and administrative coordination. The ideal candidate is professional, reliable, and thrives in a dynamic environment.Key ResponsibilitiesGreet clients and visitors with warmth and professionalism, ensuring an excellent first impression.Manage incoming calls, mail, deliveries, and general office correspondence.Maintain vendor and service provider relationships, coordinating maintenance and facilities tasks as needed.Monitor and manage office inventory, supplies, and equipment.Coordinate schedules, travel arrangements, and meeting logistics for senior staff.Prepare and format documents, correspondence, and other confidential materials.Support the planning and execution of company events and internal initiatives.Contribute to office culture by maintaining an organized, welcoming, and efficient workspace.Assist with other administrative tasks and ad hoc projects as required.QualificationsStrong organizational and multitasking skills with exceptional attention to detail.Excellent interpersonal and communication abilities, both verbal and written.Professional presence, discretion, and a courteous approach to client service.Proven ability to manage competing priorities in a fast-paced environment.Strong time management, problem-solving, and follow-through skills.Proficiency in Microsoft Office and general office systems.Availability to work on-site full-time.