Administrative Coordinator, Private Capital

3 weeks ago

Toronto, 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**:
Do you want to work in a fast-paced, intellectually challenging environment? The Private Capital Team invests across a typical company's capital structure and investment stages, operating complementary investment groups in private equity, venture capital, infrastructure assets, private debt, and mortgage debt. You will work with diverse and inspiring colleagues and approachable leaders with a strong culture of integrity, collaboration, and high performance.

**Purpose of the Role**:
The Administrative Coordinator, Private Capital is a core part of a newly established Business Management team focused on establishing and driving operational excellence to support the growth of Private Capital. With your keen attention to detail, drive for excellence, pride in responsiveness and critical thinking, you'll offer accurate and efficient administrative support and project coordination to Private Capital Leadership and the Head of Business Management.

In this role, you have the unique opportunity to support across all verticals within Private Capital and engage with key partners inside and outside of Nicola Wealth. This is an exciting role that will grow and evolve with the needs of the business.

**Core Responsibilities**:
**Optimize Meeting Effectiveness**:

- Coordinate and schedule meetings, including preparing and distributing agendas and materials in advance and timely follow-up on key decisions and action items.
- Provide comprehensive administrative support, including calendar and expense management for the Head of Private Capital and Vice Chair of Private Capital.
- Organize and manage logistics and scheduling for team offsite meetings, including venue selection, accommodation arrangements, and event planning to ensure seamless execution.

**Ensure Operations and Project Success**:

- Develop, maintain, and monitor various internal plans and schedules, ensuring all tasks are completed accurately and on time with stakeholder agreement
- Track and report on progress with respect to various Private Capital initiatives, identifying and addressing potential delays and project changes to meet critical deadlines.
- Organize, attend, and facilitate stakeholder meetings, capturing key insights and ensuring follow-through on action items.
- Coordinate presentations and initiatives for the senior leadership team.

**Deliver Strategic Support**:

- Conduct in-depth research and create comprehensive reports and impactful PowerPoint presentations to support key business initiatives.
- Compose and manage complex and confidential correspondence, ensuring clarity, professionalism, and discretion.
- Provide high-level administrative support to Portfolio Managers and Directors of Private Capital, enabling them to focus on strategic priorities.
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.

**Required Skills & Qualifications**:

- Exceptional organization skills. The ability to manage a high-volume workload, develop and monitor plans, organize and prioritize multiple deliverables, ensuring timely completion to meet deadlines.
- Exceptional focus on quality, producing work with a high degree of accuracy and attention to detail.
- Excellent interpersonal and relationship management skills. A service mindset with the ability to maintain professionalism and effective collaboration under pressure.
- Independently motivated. You excel in a dynamic and fast-paced, deadline driven environment with the ability to take on tasks and duties without immediate direction.
- Excellent verbal and written communication skills.
- Excellent MS office skills. Word, Excel, PowerPoint and Outlook.

**Additional Skills & Qualifications**:

- A minimum of 5 years of related work experience in professional services, preferably in a financial services.
- Completion of a bachelor's degree or BBA is considered an asset, but not required.
- Ability to identify and adjust to changing needs quickly, updating priorities.
-

  • Private Capital Investment Researcher

    5 days ago

    Toronto, Ontario, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full time

    Job DescriptionWe are seeking a highly skilled Quantitative Research Analyst to join our Private Capital Investment Team.As a member of our team, you will be responsible for researching and developing systematic macro signals to drive new investment insights.

  • Administrative Assistant, Private Capital

    3 weeks ago

    Toronto, Canada Ontario Teachers' Pension Plan Full time

    The Opportunity - This position provides administrative support to the Private Capital department. Responsibilities include managing calendars; coordinating meetings; making conference and travel arrangements; coordinating expenses and planning team activities and events.- Who You’ll Work With- Reporting to the Senior Managing Director, Healthcare, Private...

  • Capital Projects Coordinator

    4 days ago

    Toronto, Ontario, Canada A1 Capital Inc. Full time

    **Job Description**We are looking for a highly motivated and organized Capital Projects Coordinator to join our team at A1 Capital Inc.In this role, you will be responsible for coordinating the planning and execution of our capital projects.Responsibilities will include:Assisting in the preparation and submission of construction project budget...

  • Associate, Private Wealth

    3 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...

  • Associate, Private Capital

    3 weeks ago

    Toronto, Canada AGF Management Limited Full time

    About the Team - Founded in 1957, AGF is an independent and globally diverse asset management firm. With $42.6B in assets under management, AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private alternative and high-net-worth businesses. - The Private Capital team is responsible for...

  • Associate, Private Wealth

    4 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...

  • Associate, Private Client Service

    12 hours ago

    Toronto, Canada CC&L Private Capital Full time

    What You Bring 5+ years of related or transferable work experience Undergraduate degree, preferably in a related field and/or relevant work experience in a similar role Excellent written and verbal communication skills Exceptional attention to detail Experienced working independently, as well as in partnership with other team members Strong...

  • Administrative Assistant, Private Capital

    4 weeks ago

    Toronto, Canada Ontario Teachers' Pension Plan Full time

    The Opportunity This position provides administrative support to a department. Responsibilities include: managing calendars; coordinating meetings; making conference and travel arrangements; compiling, editing and finalizing presentations; coordinating expenses and planning team activities and events. Who You’ll Work With Reporting to the Managing...

  • Capital Project Administrator

    3 weeks ago

    Toronto, Canada QuadReal Full time

    **About QuadReal Property Group** QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management are $85 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity...

  • Investment Analyst, Private Capital

    4 weeks ago

    Toronto, Canada Ontario Teachers' Pension Plan Full time

    The Opportunity As an Investment Analyst, Private Capital in our Equities department, you will have a key role in analyzing potential private equity investment opportunities, executing transactions and working with existing portfolio companies to craft strategy and implement value-enhancing initiatives within the Technology sector private equity portfolio....

  • Investment Analyst, Private Capital

    3 weeks ago

    Toronto, Canada Ontario Teachers' Pension Plan Full time

    The Opportunity As an Investment Analyst, Private Capital in our Equities department, you will have a key role in analyzing potential private equity investment opportunities, executing transactions and working with existing portfolio companies to craft strategy and implement value-enhancing initiatives. With our mindful staffing model, you will likely have...

  • Administrative Support Specialist

    7 hours ago

    Toronto, Canada Generation Capital Full time

    Company OverviewGeneration Capital is a private wealth management firm based in Toronto. Our mission is to provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long-term value for our clients, including investment management, tax planning, estate planning,...

  • Office Administrator

    2 weeks ago

    Toronto, Canada Generation Capital Full time

    Generation Capital (www.generationcapital.com) is a private wealth management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long-term value for our clients, including investment management, tax...

  • Property Administrator

    4 weeks ago

    Toronto, Canada Firm Capital Corporation Full time

    A Private Equity Real Estate Investment Firm focused on; Mortgage Banking, Real Estate Equity & Special Situation Investments Celebrated 30 years in 2018 **Title**:Property Administrator, Residential **Location**: Toronto, ON Property Management*** **Job Type**: Permanent, full-time **Reports to**:Director, Residential Property Management **Who we...

  • Office Administrator

    2 weeks ago

    Toronto, Canada Generation Capital Full time

    Generation Capital(www.generationcapital.com) is a private wealth management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long-term value for our clients, including investment management, tax planning,...

  • Office Administrator

    2 weeks ago

    Toronto, Canada Generation Capital Full time

    Generation Capital(www.generationcapital.com) is a private wealth management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long-term value for our clients, including investment management, tax planning,...

  • Property Administrator

    2 weeks ago

    Toronto, Canada Firm Capital Corporation Full time

    A Private Equity Real Estate Investment Firm focused on; Mortgage Banking, Real Estate Equity & Special Situation Investments Celebrated 30 years in 2018 **Title**:Property Administrator** Location**: Toronto, ON **Reports to**:Director, Residential Property **Job Type**: Permanent, full-time Management **Who we are** An entrepreneurial organization with...

  • Private Wealth Manager

    4 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...

  • Office Administrator

    2 weeks ago

    Toronto, Canada Generation Capital Full time

    Generation Capital (www.generationcapital.com) is a private wealth management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long-term value for our clients, including investment management, tax planning,...

  • Office Administrator

    2 weeks ago

    toronto, Canada Generation Capital Full time

    Generation Capital (www.generationcapital.com) is a private wealth management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long-term value for our clients, including investment management, tax planning,...