Executive Assistant

Carriage House Wealth Ltd. (CHW) is a Family Office and private wealth management advisory firm that serves Canada’s wealthiest families and ultra high-net-worth individuals. Providing comprehensive investment, planning and tax solutions, CHW strives to meet the complex expectations and needs of our clients.

**POSITION**:Executive Assistant

**REPORTS TO**:Executive Director

**STATUS**:Full Time / Permanent

**LOCATION**:Uxbridge Ontario

We are a growing multi-family office and private wealth management firm dedicated to delivering comprehensive, high-touch financial, administrative and concierge services to ultra-high-net-worth families across Canada. We are currently seeking an Executive Assistant to join our team. This role is ideal for a dynamic, service-oriented professional who thrives in a detail-driven environment and is passionate about providing high level support with the utmost discretion, integrity, and excellence.

The Executive Assistant will provide high-level administrative, strategic, and personal support to senior executives within a UHNW family office. This role requires exceptional organizational skills, discretion, and the ability to manage complex schedules, communications, and projects across professional and personal domains.

**KEY RESPONSIBILITIES**:
Executive & Business Administration
- Manage a dynamic, multi-entity calendar and ensure seamless coordination between corporate, investment, and personal priorities.
- Act as a key liaison
- Prepare and organize materials for meetings, and board reviews, including briefings, reports, and follow-up tracking.
- Coordinate document execution for corporate, legal, and financial matters across various entities.
- Manage confidential correspondence, prioritize communications, and always maintain discretion.
- Serve as the direct point of contact on day-to-day matters
- Coordinate scheduling, reporting, and approvals
- Support family office projects such as real estate acquisitions, trust or estate documentation, philanthropic initiatives, and investment reviews.
- Ensure alignment between personal and corporate activities (e.g., travel, charitable giving, tax planning, and liquidity events).
- Maintain confidentiality while facilitating efficient communication and workflow between the principal and family office team

Relationship & Communication Management
- Build and maintain strong relationships with business partners, advisors
- Serve as a trusted conduit ensuring clarity and professionalism in all communications
- Uphold discretion and maintain a polished, service-oriented approach at all times.

Special Projects & Firm Operations
- Working with the Executive Director on firm-wide strategic projects
- Support confidential and strategic initiatives, including new business ventures, investment reviews, or philanthropic programs
- Provide administrative support for internal operations, meetings, and office functions as required.

**QUALIFICATIONS & REQUIREMENTS**:

- Bachelor’s degree in business administration, or a related discipline.
- 7-10+ years of executive assistant experience, ideally supporting C-suite executives in private wealth, family office, or multi-business environments.
- Exceptional organizational, multitasking, and time-management skills.
- High discretion, confidentiality, and professionalism in all interactions.
- Strong written and verbal communication skills; capable of drafting professional correspondence and executive summaries.
- Tech-savvy: proficiency with Microsoft Office, scheduling tools, and virtual communication platforms.
- Ability to work independently, anticipate needs, and manage multiple priorities in a fast-paced environment.
- Flexibility and adaptability to manage both professional and select personal responsibilities.

Interested applicants, please submit your resume and cover letter to Human Resources at
- Carriage House Wealth (CHW) is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation during any stage of the recruitment process, please notify us directly. _

**Job Types**: Full-time, Permanent

Pay: $60,000.00-$90,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Work Location: In person