Executive Assistant to The President, Institutional

3 weeks ago

Vancouver, 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

**Purpose of the Role**:
The role is located in Vancouver.

**Core Responsibilities**:

- Proactively manage the President, Institutional's calendar, including company-related business, external boards and associations, and any travel arrangements needed. Anticipating and resolving scheduling needs and roadblocks before they arise.
- Oversee the President, Institutional's inbox, reviewing incoming correspondence, analyzing importance/ urgency and preparing responses on matters that are sometimes complex and/or confidential. Gatekeeping and problem solving as appropriate.
- Correspond with company leadership, business contacts, prospects and clients, building relationships while providing 'white glove' service.
- Support Institutional team with various tasks and initiatives, including record entry and maintenance, overseeing the team activity log, conducting market research and providing support in in RFP development.
- Use excel skills to track and maintain various projects and reports, including personal tax and reporting needs and expense reconciliation.
- Create effective and compelling PowerPoint presentations and information packages for the Executive Team, Nicola Wealth Board and other business meetings as required.

**Required Skills & Qualifications**:

- A minimum of 5 years of related work experience preferably with exposure to the financial planning and investment services industries.
- Completion of a bachelor's degree and financial industry related courses are an asset - CIM, CFP, LLQP, etc.
- Excellent proficiency in Microsoft Office (Outlook, PowerPoint, Word and Excel) and strong understanding of modern tools and technology.
- Ability to exercise judgement, diplomacy and tact, and display business and political acumen in dealing with varied day-to-day challenges
- Strong interpersonal and relationship management skills. The ability to work as part of the wider team, as well as individually under a high degree of independence and mínimal supervision.
- Client-first mentality with an ability to provide a high-quality client experience with timely and professional responses.
- Effective under pressure, with the ability to multi-task, take initiative and prioritize in a fast-paced environment with multiple competing priorities.

**Compensation & Benefits Package**:
This position comes with a base salary range of **$**80**,000 - $**90**,000** plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
- Thank you for your interest in a career with Nicola Wealth_

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