Executive Assistant to The Vice President, Private Wealth

**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**:
**Core Responsibilities**:

- Proactively manage the Vice Presidents' calendar, 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.
- Coordinate internal meetings by setting up agendas, documenting key discussion points and action items, distributing notes post-meeting, and organizing recurring sessions for seamless team collaboration.
- 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 Vice President in order to anticipate needs and provide timely, proactive support and regular updates.
- Support Vice President with a variety of communications both internal and external, including managing business social media accounts.
- Develop and maintain a high level of knowledge of the business, planning process, various project timelines and clients in order to prioritize competing needs of the Vice Presidents' calendar.
- Project coordination of various initiatives involving the Vice Presidents, bringing forward and keeping track of time sensitive action items.
- Support Vice President and leadership team with management of functional business areas, including exit interview process for clients who leave the firm, and internal processes for client allocation.
- 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 are an asset - CIM, CFP, LLQP, etc.
- Strong business sense.
- 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.
- 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.
- Client-first mentality. 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.
- Ability to work under a high degree of independence with mínimal supervision.
- Project coordination skills.
- Excellent attention to detail - has thorough approach to ensure that all details are managed.
- Strong critical thinking, judgement and analytical ability.
- Ability to anticipate and proactively handle situations.
- Experience in a high performing client service capacity.

**Compensation & Benefits Package**:
This position comes with a base salary range of **$70,000 - $82,000** 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_