Executive Assistant to the President

3 weeks ago

Niagara Falls, Ontario, Canada Endurance Wealth Partners, Assante Capital Management Full time

Company Overview

Endurance Wealth Partners, Assante Capital Management is dedicated to empowering and educating our clients to assist them in achieving their financial goals.At Assante, all success is personal.

We're seeking an Executive Assistant to the President. As an Executive Assistant at Endurance Wealth Partners, your primary responsibility is to provide high-level administrative support to the President. This role will be ideal for someone who is forward-thinking, growth-oriented, and excited to contribute to impactful, purpose-driven work.

Position Details

  • Location: 109 Russell Ave, St. Catharines, ON, L2R 1V8; 855 King St E #103, Cambridge, ON, N3H 3P1; and 77 Hwy 20 W, Fonthill, ON, L0S 1E0.
  • Availability: Monday to Friday 9 a.m. and 5 p.m. Primarily remote (60-75%), with occasional travel to offices in St. Catharines, Cambridge, and Burlington.
  • Compensation: $55,000 to $65,000 annually depending on experience, fully paid health and dental insurance, Growth and Participation Bonus.

Key Responsibilities:

Administrative Support: Provide daily administrative support to the President, including calendar management, meeting scheduling, and preparing documents.

Client Service: Handle client inquiries, manage calls and emails, and ensure timely follow-up for a seamless client experience. Schedule meetings and arrange client events.

Document Management: Assist with the preparation, filing, maintenance and organization of client documents and financial reports.

Data Entry & Reporting: Input and update client information in CRM, provide data-driven insight to the President, and ensure accuracy and confidentiality.

Miscellaneous Tasks: Assist with ad-hoc projects and other administrative duties as required

This Role Is for You If You:

  • Proven experience in an administrative support role, ideally within the financial services or wealth management industry. Knowledge of financial terminology and basic investment concepts.
  • Strong organizational skills with the ability to manage multiple tasks simultaneously.
  • Excellent problem-solving and decision-making abilities.
  • Proactive and independent worker with strong time management skills.
  • Excellent communication skills, both written and verbal.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems (such as SalesForce and Qbo).
  • High level of attention to detail and accuracy.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Positive attitude, strong work ethic, and a proactive approach to problem-solving.

Bonus Points If You:

  • Financial or investment education or experience in a financial services firm.
  • Experience with bookkeeping or expense management.
  • Event planning or project management experience.
  • Experience working with AI-powered administrative tools.

Please Don't Apply If You:

  • Need constant direction to take action and find solutions.
  • Are not open to travel to multiple locations and company events across Ontario
  • Prefer a rigid role with strictly defined tasks rather than an evolving, collaborative environment.

Why Work with Us?

  • Growth Opportunities
  • Professional Development
  • Impactful Work
  • Supportive Team Culture that embraces inclusion and diversity
  • A collaborative and encouraging workplace, with dedicated team members committed to fostering growth and supporting your success in this role.

If you're excited to help our clients on their financial journey and grow with a purpose-driven brand, we'd love to hear from you

Please submit the following:

  • Cover Letter
  • Resume
  • References

We thank everyone who applies We will only connect with the applications chosen for an interview.

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