Employer: Creaghan McConnell Gould Ltd. (CMG) Position: Corporate Service Concierge Terms of Employment: Full-time / Permanent Location: Toronto, Ontario Employment Address: · 70 Richmond Street E, Suite 400, Toronto, ON, M5C 1N8 · 114 Lakeshore Road E, Suite 200, Oakville, ON, L6J 6N2 Hours of Work: 40 hours/week Language: English Benefits: Eligible for discretionary bonuses and/or salary increases in accordance with company policy. Eligible for Health and Dental benefits. Salary: $ 71,000 CAD / year Contact: Please send resumes to inquiries@cmgpartners.ca and include "Corporate Service Concierge" in the email subject line. About Us: Creaghan McConnell Gould (CMG) is a firm of specialized advisors that help Canada's leading business families protect, grow, and successfully transition their financial and human capital to the next generation. We believe these families are the backbone of Canada's economy - and that they deserve and need our support. And we're on a strong path of growth and leadership - to support these families and to ensure our own company endures long into the future. Role Summary: This highly collaborative role is part of the A+ Corporate Services team and as a 'concierge' to deliver exceptional leadership, support and coordination. We do whatever it takes to help our team be successful and our business run smoothly. Reporting to the Chief of Staff, this role will do a variety of corporate-level support activities widely and act as an EA/case support for sales advisors. This role has a unique mandate to use our principles of 'white-glove' service. This requires a strong attention to detail, ability to manage conflicting priorities with a sense of urgency, meticulous preparation of materials, and a commitment to excellence. Especially valued is the ability to 'think it through and get things done.' This environment is dynamic, fast-paced and rewards anticipation, self-leadership, and sound judgement. Duties: · Ensuring that the Toronto office runs smoothly, including coordination with Sales Advisors · Working closely with the admin team to ensure impeccable delivery of corporate services, client, and sales support · Providing exceptional customer service at all times to external clients as well as internal sales support functions including Underwriting and Financial Modeling · Providing basic case support and EA functions for selected sales advisors · Being part of a core admin tram and providing back up as needed, especially for event management · Providing leadership for 'white-glove' service experience curation at CMG · Organizing travel as needed · Sourcing gifts or special orders as requested and coordinating deliveries · Setting up conference rooms for sales meetings · Handling basic technology issues as EA and coordinating with IT support as needed · Inputting data entry and reporting in Salesforce to support prospecting, sales, client onboarding, and service activities