Executive Assistant

5 months ago


Remote, Canada Thompson & Pollock Wealth Inc Full time

This is a Remote position, however, you must be located in Ontario.**

**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 Companies 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
- Update 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**: Part-time, Permanent

**Salary**: $20.00-$25.00 per hour

**Benefits**:

- Flexible schedule
- On-site parking
- Paid time off
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus pay

Application question(s):

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

Work Location: Remote


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