Office Manager

About AGF Management Limited

Founded in 1957, AGF is an independent and globally diverse asset management firm. With $50B+ in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

• Oversee daily office operations to ensure a productive, efficient and enjoyable office work environment.
• Manage office supplies and inventory, while coordinating office equipment repairs or replacements as needed with vendors and our facilities team.
• Act as a liaison between the Boston office and key partners located in AGF’s Head office in Toronto (e.g. IT, Marketing, Facilities, HR, Client Service, Compliance, Legal, Operations etc.)
• Ensure that AGF’s U.S. website content is regularly reviewed and kept up-to-date with accurate product and regulatory information, performance data and contact details.
• Build strong, working relationships with external partners and vendors, including AGF’s U.S. custodian/administrator and other key U.S. vendors and database providers.
• Assist with onboarding and managing external vendor relationships including ensuring that AGF’s initial and ongoing vendor management requirements are met.
• Responsibility for working with AGF’s Marketing team and external vendors to plan, set-up and manage selected company and sales events, including co-ordination of company sponsorships in the United States.  
• Foster AGF’s reputation by responding to and directing incoming phone and email enquiries in a prompt and professional manner.
• Process incoming and outgoing mail and packages.

• Provide administrative support to AGF’s U.S. management and sales-team which can include welcoming clients to AGF’s Boston office, scheduling meetings, organizing travel and handling expense reports.
• Produce regular weekly, monthly, quarterly and ad-hoc business and sales reporting for Senior and Executive Management and for Board meeting around key business metrics, sales pipeline and other business performance indicators.
• Liaise with Institutional Business Development support team with respect to client requests and onboarding process including submission of documents and follow-up on client requests
• Assist with preparing presentations and other materials as needed for client and prospect meetings.
• Assist with preparing information required by regulators, auditors, exchanges etc.
• Assist with onboarding of new employees, providing office orientation, and helping them to get them fully set-up in the office.
• Maintain and update internal compliance documentation/files, Salesforce CRM system and databases as required.

• Post-secondary education with a focus on business administration, finance or related field is preferred
• Minimum 3-5 years of experience in an office management or administrative support role, preferably in investment management or financial services
• Excellent communication skills, including both written and verbal
• Strong organization, time-management and attention to detail
• Knowledge of Client Relationship Management systems including Salesforce would be a strong asset.
• Proficient in Microsoft Office (Word, Excel, Power Point)
• Ability to create and maintain strong inter-personal relationships with clients, team members, vendors and Head Office support teams
• Excellent business acumen, judgement and decision-making skills
• Self-motivated with the ability to be a great, collaborative team player
• Ability to maintain confidentiality and handle sensitive client information
• Enthusiastic about working collaboratively in a small team with the ability to adapt to the challenges each day can bring!

No unsolicited agency referrals please.  
 

AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [email protected] so that appropriate arrangements can be made.