Executive Assistant

**About Us**

We are the Principals of boutique and tech-saavy accounting and wealth management firms sharing a physical office space in Invermere BC. We are committed to leveraging cutting-edge technologies, including GenAI and other automation tools, to deliver exceptional, personalized services with a focus on efficiency, precision, and innovation. We pride ourselves on maintaining the highest standards of excellence while continuously investing in progressive tech-forward solutions to enhance both client experience and internal processes. We subscribe to a work-hard, play-hard philosophy and looking for a like minded professional to integrate into our executive team and support us to execute our vision

**Position Overview**

We are seeking a dynamic and multi-disciplinary full-time **Operations Manager/Executive Assistant** to drive the workflows and operations of our firms. This role requires a forward-thinking individual with a passion for technology, process optimization, and providing exemplary client service. In addition to providing proactive and seamless Executive Support, you will be responsible for implementing and maintaining digital systems and workflows that enhance firm operations and integrate those systems for joint clients of both firms. You will be comfortable with jargon common to the industry and a solid understanding of deadlines and requirements our clients face. You will also play a key role in our digital marketing strategies, ensuring seamless integration of technology to improve both internal workflows and client experience.

**Key Responsibilities**
- Executive Assistance_
- Primary point of contact for the Principals, managing all correspondence, scheduling, and confidential matters.
- Manage complex calendars, coordinate meetings, and prepare agendas, minutes, and reports.
- Organize travel arrangements, ensuring all logistics are meticulously handled.
- Draft, proofread, and edit communications, presentations, and documents with accuracy and attention to detail.
- Support as required with various ventures and projects.
- Operations Management & Process Optimization_
- Research and successfully implement digital tools, ensuring integration with all digital workflows, (e.g., CRM, cloud-based office solutions) to enhance firm operations.
- Automate internal processes by developing and refining workflows to support and improve both internal efficiency and client experience.
- Implement, maintain and continuously improve operational workflows to improve firm-wide efficiency and client service by leveraging digital tools and solutions.
- Champion onboarding and training new team members on systems and processes.
- Plan and coordinate company events, meetings and conferences.
- Client Experience & Relationship Management_
- Act as a key point of contact for our valued clients, ensuring prompt and courteous service.
- Coordinate and prepare for client meetings, prepare documentation, and manage follow-ups.
- Automate administrative tasks to streamline client interactions and enhance the service experience.
- Design, implement and maintain client-facing digital tools and forms (e.g., JotForms, MailChimp) to communicate, collect and manage data efficiently.
- Maintain confidential client and firm records, ensuring compliance with regulatory standards and firm policy.
- Marketing Management_
- Develop and implement comprehensive digital marketing initiatives, focusing on social media strategies, to promote the firm’s services.
- Manage social media platforms and create engaging and relevant content (written and graphic).
- Assist with developing marketing assets and managing the online presence of the Principals.

**Qualifications**
- Minimum of 3 years of experience in a combined executive assistance, operations management, or digital systems role, preferably within accounting, finance, or wealth management. Relevant post-secondary credentials such as a BComm or BBA would be considered an asset.
- Proven ability to support senior executives in a fast-paced environment with a commitment to continuous improvement.
- Experience and proven results researching, recommending and implementing software and other digital tools to enhance operations.
- Strong understanding of digital marketing strategies, including social media, content creation, and online marketing campaigns.
- Hands-on experience with form creation tools (e.g., JotForms) and automation platforms.
- Exceptional organizational skills with the ability to think critically to manage competing priorities and multi-task effectively.
- Excellent written and verbal communication skills.
- A high degree of professionalism, discretion, and integrity in handling sensitive information.
- Must be legally entitled to work in Canada.

**Compensation & Benefits**

We offer competitive salary and benefits package. Benefits include private health spending, professional development support, great coffee and office snacks, and support for work