Executive Assistant, Private Wealth

3 months ago

Calgary, Canada Nicola Wealth Full time

**About Nicola Wealth**:
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk

**About the Team**:
We are excited to announce a new opportunity within our expanding Calgary office The Private Wealth Division plays a key role in our firm, delivering a truly bespoke and holistic wealth management experience. We cultivate deep, trusting relationships with our clients, ensuring their needs are met with personalized care and attention.

Our team is driven and by a passion for excellence, setting ambitious goals to lead the industry. With a unique focus on advanced planning and diversified asset allocations, we are dedicated to providing our clients with exceptional, high-quality service.

**Purpose of the Role**:
Are you passionate about building meaningful relationships and delivering exceptional client service? Does the idea of supporting a senior leader in driving business growth and client impact excite you? Do you thrive on delivering excellence, contributing to a team, and celebrating shared success? If so, this role supporting our Ultra High Net Worth (UHNW) division, could be the perfect opportunity for you.

This role offers the unique chance to work closely with a senior leader to provide dedicated executive support, with a focus on growing and nurturing client relationships, facilitating business development, and managing internal and external communications. If you are ready to play a vital part in our businesses' success, we invite you to explore this exciting opportunity.

**Core Responsibilities**:
Executive Support
- **Calendar Management**:Proactively manage senior leaders' schedule, ensuring seamless coordination of meetings with prospective clients, centers of influence (COIs), and internal stakeholders, as well as scheduling external boards and association commitments. Anticipate and resolve scheduling conflicts before they arise.
- **Tracking and Reporting**: Utilize Excel skills to manage and maintain various reports, such as budget tracking and expenses, ensuring data accuracy and timely updates.
- **Expense Management**:Handle reconciliation and ensure timely, accurate submission and reporting of expenses, aligning with company policies.
- **Anticipatory Support**:Build a deep working relationship with the senior leader to anticipate needs, provide proactive support, and regularly update them on important matters.
- **Communication Management**: Assist with internal and external communications, including managing senior leaders' business social media accounts, and drafting and reviewing correspondence.
- **Presentation Development**: Create compelling and professional PowerPoint presentations and information packages for prospective clients and COIs
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.

Client Experience and Support
- **Exceptional Client Service**: Correspond with prospects and clients, ensuring a high standard of service, and cultivating relationships through exceptional communication.
- **Relationship Management**: Act as the first point of contact for both internal and external stakeholders, ensuring excellent communication, gatekeeping, and problem-solving where appropriate. Cultivate and maintain strong relationships with clients, prospects, and business contacts.
- **Prospect and COI Follow-Up**: Collaborate with the Marketing Team to follow up on incoming prospective leads and ensure all outreach is handled promptly and professionally.
- **Lead Tracking and Pipeline Management**:Create "Lead" records for prospective clients in Salesforce, track the pipeline of prospective clients, and ensure timely follow-up on all opportunities.
- **Event Coordination**:Liaise with the Marketing Team to coordinate attendance at client events, sponsorships, and other relevant functions. Attend events as needed to support the senior leader and ensure smooth execution.
- **Meeting and Event Support**:Assist with special event planning, including catering requirements and logístical support for important client meetings and internal events.

**Require

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