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Executive Assistant

3 months ago

Canada, CA Staffix Professional Staffing Full time

Are you an organized and detail-oriented individual with a talent for providing exceptional support? Our client a well-known Wealth Management office is seeking a dynamic Administrative Professional to join our growing team. This role requires a proactive self-starter who excels in multitasking and prioritization. If you have a knack for building relationships and delivering top-tier support, we encourage you to apply


Executive Assistant Responsibilities:


Calendar Management

  • Optimize and manage complex calendars for senior wealth management professionals.
  • Coordinate high-level meetings with multiple stakeholders for availability and efficiency.

Document Preparation (Prepare and format critical documents, including)

  • Financial reports summarize client portfolio performance.
  • Client communications with updates, insights, and proposals.
  • Presentations for client meetings or internal discussions.

Office Operations Oversight

  • Manage daily operations to ensure a smooth workflow.
  • Promote a professional environment that enhances productivity and client engagement.

Confidential Information Handling

  • Protect confidential client information in line with industry regulations.
  • Implement secure data management systems.

Client Event Coordination

  • Plan and execute client events, seminars, and conferences to strengthen relationships.
  • Handle logistics, invitations, and follow-up.

Financial Support (Provide financial support by)

  • Accurately tracking team expenses.
  • Processing invoices promptly.
  • Managing client billing clearly.

Client Relationship Management Enhancement

  • Support data management for client relationship management (CRM) systems.
  • Analyze client data to enhance relationships.

Reporting and Analysis

  • Generate insightful client reports to guide decision-making and strategy.
  • Analyze performance metrics for actionable insights for professionals and clients.


Key Skills and Qualifications:


  • Strong organizational and time management skills to effectively prioritize tasks and meet deadlines.
  • Proficiency in document preparation tools (e.g., Microsoft Office Suite) for creating professional presentations, reports, and correspondence.
  • Understanding of financial concepts is beneficial but not required. Familiarity with wealth management principles or experience in investment banking or advice industries can be a plus.
  • Excellent written and verbal communication skills to interact effectively with clients, colleagues, and external stakeholders.
  • Discretion in handling sensitive information to maintain client confidentiality and trust.
  • Expertise in event planning and coordination to organize and execute meetings, conferences, and other events.
  • Analytical skills to interpret data, generate reports, and provide insights.


Competitive Compensation and Benefits:


  • Above-average salary to reward your contributions and experience.
  • Comprehensive benefits package including:
  • Health and dental insurance
  • Retirement savings plan with employer contributions
  • Paid time off (PTO) and sick leave
  • Professional development opportunities
  • Employee assistance program (EAP)


A Supportive and Engaging Work Environment:


  • Collaborative team culture where you'll work alongside experienced professionals.
  • Opportunities for growth and advancement within the company.
  • Flexible work arrangements to accommodate your personal and professional needs.


Join a Dynamic and Innovative Firm:


  • Be part of a leading organization in the wealth management industry.
  • Contribute to the success of our clients and make a meaningful impact.
  • Enjoy a stimulating and rewarding work environment.


Conclusion:


This role is vital for supporting senior wealth management professionals and business owners by ensuring efficient operations and enhancing client relations through careful attention to detail and proactive management.