Our client, a family-owned financial advisory firm, is currently seeking a Full-Time Executive Assistant to support the team at their busy office location in Owen Sound, ON. As the Executive Assistant, you will be the strategic right hand to the leadership team. Far more than a traditional administrative role, this is an opportunity to contribute to the enhancement of client experiences while playing an essential part in the success of the business. This full-time permanent position starts from $70,000 to $100,000 per year based on experience.
Why Should I Apply?
Great Starting Salary – $70,000 to $100,000 Annual Based on Experience
No Weekends Required – Straight Days Monday to Friday
Great Small Team Atmosphere
On-Site, Non-Remote Work Environment
Pension, Benefits, & Other Perks Offered
Excellent Long-Term Opportunity with Growing Organization
About The Role
The Executive Assistant role provides exceptional and comprehensive administrative support to Senior Management within a fast-paced financial services environment. This position plays a critical role in ensuring the smooth operation of daily activities related to retirement planning, insurance services, wealth management, and client relations. Superior communication, strong problem-solving, and excellent organizational skills will be the keys to success in this role. Required duties may include:
Executive Support
Handling Incoming Communication on Behalf of Senior Management & Prioritizing Items Requiring Immediate Attention
Managing Senior Leaders’ Calendars Including Scheduling Appointments, Coordinating Meetings & Arranging Conference Calls
Preparing Meeting Materials, Agendas, Briefings & Follow-Up Action Summaries
Coordinating Business Travel, Accommodations & Itineraries
Maintaining Confidentiality & Handling Sensitive Information with Discretion
Client & Relationship Management
Serving as Professional & Courteous Point of Contact for High-Value Clients, Vendors & External Partners
Supporting Client Onboarding by Preparing Documentation, Gathering Information & Ensuring Compliance with Regulatory Standards
Assisting with Preparing Client Communications, Packages & Reports
Operations & Administrative Coordination
Organizing & Maintaining Filing Systems, Records, Insurance Policies, & Compliance Documents (Both Digitally & Physically)
Supporting the Processing of Transactions, Policy Changes & Client Documentation in Collaboration with Internal Teams
Tracking Deadlines, Renewals, Regulatory Requirements & Follow-Up Tasks to Ensure Timely Completion
Coordinating Office Operations & Supporting Completion of Bi-Weekly Payroll Activities
Project & Business Development Support
Assisting Senior Management with Special Projects, Strategic Initiatives & Operational Improvements
Supporting Marketing & Business Development Activities Including Client Events, Communication Campaigns & Community Engagement
Conducting Research & Compiling Data as Needed to Support Decision-Making
Helping Maintain CRM Systems, Updating Records & Ensuring Data Accuracy
Other Tasks as Assigned
Qualifications
3 to 5 Years Proven Experience Supporting Executives, preferably within Financial Services or Insurance Sector
Mastery of Microsoft Office & Comfort Learning Financial Systems
Strong Written & Verbal Communication Skills
High Level of Discretion, Sound Judgment & Unwavering Professionalism
Ability to Work Independently with Minimal Supervision as Part of a Collaborative Team
Exceptional Organizational Skills with Ability to Manage Multiple Tasks/Competing Priorities
Strong Problem-Solving Abilities & Proactive Mindset
Experience Using Sage 50 Considered an Asset
This role would be ideal for someone with experience as an Executive Assistant, Senior Administrative Assistant, Client Relations Specialist, Client Support Specialist, Wealth Management Assistant, or Office Manager.
To apply, send your resume via this posting. While we thank you for your interest, only those selected for an interview will be contacted.
Job Type: Full-time
Ability to commute/relocate:
Owen Sound, ON: reliably commute or plan to relocate before starting work (required)
Work Location: In person
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