Executive Assistant, Private Wealth

1 day 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**:
This is a hybrid role based in our Vancouver offices.

**Core Responsibilities**:

- Proactively manage the calendars, including coordinating schedules for company-related business as well as external boards and other associations, while anticipating and resolving scheduling needs and roadblocks before they arise.
- Coordinating internal meetings by setting up agendas, documenting key discussion points and action items, and distributing notes post-meeting.
- Acting as a first point of contact, gatekeeping and problem-solving as appropriate, liaising with company leadership and business contacts.
- Utilize Excel skills to perform accounting function type calculations, and tracking and maintaining various projects and reports.
- Reconciliation, and timely and accurate reporting of expenses, as well as governance of business development budget.
- Develop and maintain a strong relationship with the leaders in order to anticipate needs and provide timely, proactive support and regular updates.
- Project coordination of various initiatives involving the leaders, bringing forward and keeping track of time sensitive action items.
- Create effective and compelling PowerPoint presentations and information packages for the Senior Leadership 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 bachelors degree and financial industry related courses (CIM, CFP, LLQP, etc) are an asset.
- Excellent organizational skills and excellent written and oral communication skills.
- Excellent proficiency in Microsoft Office (Outlook, Powerpoint, Word and Excel) and strong understanding of modern tools and technology.
- Project management and coordination experience.
- Experience in a high performing client service capacity.

**Compensation & Benefits Package**:
This position comes with a base salary range of **$65,000 - $80,000** 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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