PWL Wealth Management is a premier independent Canadian Wealth Management firm. Canadian based High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives.
Financial Planning, Tax and Estate services are delivered via PWL Conseil, and investment management is delivered via PWL Capital which is a Broker Dealer and CIRO member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 90 employees.
| Location | Ottawa |
| Hours | Permanent, full-time |
Position Summary
The Front Office Leader is the friendly face and steady hand of the PWL Ottawa Office, creating a warm first impression for clients while keeping the office running smoothly behind the scenes. From greeting clients by name and managing daily communications to organizing events and coordinating with vendors, this role blends hospitality with organization. Working with Operations, HR, and IT, the Front Office Leader makes sure the office is not only efficient and well-run, but also a welcoming and enjoyable place for both clients and employees of PWL.
Key Responsibilities
Creating the Client Experience
- Always present a professional and pleasant attitude
- Always project a cheerful and positive demeanor on the phone
- Greet clients and prospective clients by name with a warm welcome
- Have a strong sense of personal responsibility for creating a positive office atmosphere
- Take pride in general office appearance and own your space
Client Service & Front Desk
- Answer phone inquiries and direct calls
- Ensure emails are answered promptly
- Prepare and organize meeting rooms, including managing boardroom technology
Operations & Administrative Support
- Assist with client correspondence, receive and process cheques, and certify documents
- Manage incoming/outgoing mail and courier services
- Maintain electronic filing in the CRM and add new leads/prospects as required
- Order supplies for Ottawa and Montreal offices (stationery, water, coffee, etc.)
- Receive and mail out IT equipment to staff and maintain Ottawa office IT setup
Office & Vendor Management
- Oversee office organization and overall appearance
- Act as primary contact for office relationships (property manager, coffee supplier, alarm company, etc.)
- Coordinate Rational Reminder merchandise orders, prepare shipping labels, and manage mailing
- Organize materials for internal and external events
Event & Culture Support
- Plan and coordinate office functions, employee summit, happy hours, and other staff gatherings
- Support logistics for client-facing events, including preparing materials and coordinating with vendors
- Help create a welcoming and engaging atmosphere at events through thoughtful details and preparation
- Track and organize marketing materials for both internal and external events
- Coordinate employee milestone recognition, including cards, gifts, and celebrations
- Assist with HR-related communications such as stat holiday reminders, annual event announcements, and office-wide updates
- Contribute ideas and support initiatives that build a positive, inclusive, and engaging workplace culture
Qualifications
- Excellent interpersonal skills, attitude, and phone skills
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Proficient with Microsoft Office
- Background in financial services is an asset, but not required
- Bilingual in English and French is an asset, but not required-
- CSC, CPH is an asset, but not required
Work Environment
PWL takes great pride in providing unparalleled wealth management services to individuals and families across Canada. In this dynamic environment, we value doing what is right for clients, making evidence-based decisions, personal accountability, innovation and humility. To thrive in this role, you must be dedicated to continuous learning and development, with a steadfast commitment to delivering an exceptional client experience.
How to Apply
We are a rapidly growing team with a diverse group of clients – there is never a dull moment. We are thought leaders in the financial services industry, and we have been putting our client interests first for almost 30 years. Please apply with your cover letter and CV detailing why you feel you are the right fit for this role. We will contact you if you are accepted for a candidate interview. Thank you for your interest in this position.
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