Executive Administrative Assistant

Become an integral part of Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality.

As an Executive Assistant in Wealth Management, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

• Manage extensive and complex calendar for Senior Executive in a fast paced and dynamic environment.
• Assist RD and Regional Business Manager with key reports, meetings, and presentations.
• Produce high quality emails and messages to individuals at all levels of the organization.
• Coordinate and organize senior meetings, draft communications and presentations including agenda setting, material preparation and distribution, coordination of guest speakers, and logistics.
• Arrange and coordinate complicated domestic travel.
• Organize all aspects of internal and external events, including catering, meeting setup, agendas and travel logistics.
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines.
• Screen incoming calls and determine the level of priority, while using caution in dispensing information.
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access and general office support. 
• Handle regular activities without prompting and advise in advance with issues or delays.
• Anticipate needs and proactively communicate on all issues.

Required qualifications, capabilities, and skills

•  At least five years of administrative experience
•  Advanced ability to organize
•  Discretion and good judgment in confidential situations, and proven experience interacting with senior management
•  Operate with a high degree of professionalism and expect a high level of advisor interaction
•  Manage the coordination and logistics of both internal and external meetings.
•  Strong interpersonal, written, and oral communication skills
•  Strong proficiency in Microsoft Office
•  Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

•  Experience supporting at the Managing Director level (or equivalent) or above
•  College degree is a plus

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.