Executive Assistant

This is a Remote position, however, you must be located in Ontario.*****

We are seeking an Executive Assistant who will be responsible for supporting our financial advisor in all aspects of the client relationship. This will include providing administrative support, managing client communications, and ensuring that all client accounts are properly serviced. The successful candidate will be very detail-oriented, self-driven, and an excellent problem solver.

Responsibilities:

• Manage and maintain the financial advisor’s schedule, including scheduling meetings, calls, and appointments
• Creating Daily Overviews of Work
• Coordinate travel arrangements and prepare itineraries for the financial advisor
• Manage incoming phone calls and email communications, responding to inquiries and routing messages as necessary
• Prepare and process new account paperwork and manage the account opening process
• Regular Follow-Up with clients within 24 hours
• Updating Companies Handbook
• Prepare reports and presentations for client meetings
• Assist with the preparation and execution of client events and seminars
• Perform general office duties as required, including filing, scanning, and document management
• Update CRM after each client interaction

Requirements:

• Bachelor's degree in business, finance, or a related field is an asset
• 2+ years of experience as an Executive Assistant in the financial services industry
• Strong organizational skills and attention to detail
• Ability to prioritize and manage multiple tasks simultaneously
• Excellent communication skills, both written and verbal
• Proficient in Financial software applications
• Must be able to maintain the confidentiality of sensitive client information
• Self-driven and able to work independently as well as part of a team

This is a part time position, with the possibility to transition into a full time possition, along with growth opportunities within the company . The successful candidate will have the opportunity to work in a fast-paced and dynamic environment and to grow their career as part of a growing wealth management firm. If you meet the above requirements and are excited about this opportunity, we encourage you to apply

Job Types: Part-time, Permanent

Salary: $20.00-$25.00 per hour

Benefits:

• Flexible schedule
• On-site parking
• Paid time off
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus pay

Application question(s):

• Do you have a minimum of 2 years of experience as an Executive Assistant in Financial Services industry

Work Location: Remote