Executive Assistant

1 month ago


Oshawa, Canada Thompson & Pollock Wealth Inc Full time

**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
- Prepare and process new account paperwork and manage the account opening process
- Regular Follow-Up with clients within 24 hours
- Updating Companys' 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
- Updating 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
- 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

**Job Types**: Full-time, Permanent

**Salary**: From $50,000.00 per year

**Benefits**:

- Flexible schedule
- On-site parking
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Oshawa, ON: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have a minimum of 2 years of experience as an executive assistant in Financial Services industry

Work Location: Hybrid remote in Oshawa, ON


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