Job Description

Position: Executive Assistant & Client Support

Reports To: Sr. Executive Assistant/COO

Purpose:

The Executive Assistant

is a skilled administrative professional who provides a wide range of support services to the advisors at Lawrence & Co. The main responsibility of the Executive Assistant is to manage the client communication, commitments, documents, summary reports and coordinate meetings to ease the administrative workload of the team members while ensuring amazing service to our clients. The assistant will also provide backup support to other administrative staff.

Responsibilities:

Weekly liaison with advisors in regard to client meetings, education programs, prospects, scheduling, 'to do' lists, and current day/week priorities

Daily liason with administration team in regard to any stucks or issues, internal and/or external meetings or upcoming events, firm projects and various support needs

Assistance in editing presentations, documents, briefing notes, and correspondence

Booking meeting rooms, AV equipment, and organizing catering, assistance with setting up virtual events

Maintain an accurate filing system in OneDrive

Administer and summarize client surveys using SurveyMonkey

Administer personality profile assessments

Undertake research - always looking out for more efficient processes and cost-effective alternatives

Ensure that all new opportunities are followed up with on a weekly basis or until they are closed and update Monday.com with status and next steps

Manage contacts in the company database

Provide "The Velvet Glove" experience for our clients by going above and beyond in the services we provide as well as assist the administration team in providing thoughtful, meaningful gestures for client's milestones

Key Attributes:

Accountable:

Manage all administration tasks on a 24/7 basis: simple tasks are done within 24 hours, small projects within 7 days, and all commitments to advisors and clients are completed on time

Proactive

: Follow up on and ensure things are completed that involve other team members or outside parties without having to be reminded

Organized

: Maintain an organized work environment and assist the advisors with any organizational tasks that are needed

Flexible

: Occasionally reply to advisors or clients in the evenings or on weekends as needed

Responsive:

respond to all emails within the same business day and update advisors on the progress of things that are taking longer than expected without being prompted to do so

Detailed

: Ensure that all documents and materials are correct and clear

Communication Skills

: Strong and professional written and oral communication

Teamwork

: Interact effectively with other members of the physical and virtual team; establish a culture of accountability and trust within the company

Growth-Minded:

Embrace ongoing learning and development

Core Values:

The Lawrence & Co. Core Values are the rules and boundaries that help define our culture and personality as an organization. These are the values that our employees operate by to provide great services to our clients and create an amazing work environment. As an employee of Lawrence & Co., it is expected that every behaviour, decision, and action should align with the following Core Values.

Better Next Time

Tell It Like It Is

More Than you Say

Start With Respect

& Fun Too

Specific Measures of Success - Expected Outcomes:

All tasks completed in 24 hours and projects in 7 days All emails responded to within the same business day: Internal and External Weekly KPI reporting for the company Weekly updating of all prospect opportunities

Recruiting Points:

Insanely organized - no compromise - you always need to be three steps ahead with a Plan B, Plan C, etc. and you have excellent attention to detail

Comfortable with unusual working hours

- (often to coincide with another time zone), high pressure, and high demands - you are willing to get stuck in and go beyond the call of duty

Industrious and self-motivated

- you have an overabundance of common sense, are super proactive, and have a collaborative style

Determined and resourceful

- you can deliver the undeliverable, present only solutions (never problems or obstacles), and can turn complexity into simplicity, even under pressure

Extremely strong social and interpersonal skills

- quietly robust, patient, and empathetic, you are skilled in managing expectations

Excellent communication skills

- you can express yourself concisely and effectively in both written and oral formats

Loyal and committed

- discreet and totally dedicated. You will be confident, warm and approachable, and happy to roll up your sleeves to get the job done!

Track Record of Success

- Has beaten success metrics 90% of the time throughout his/her career; tends to be at the top of the peer group; performance reviews are in the top echelon

Staying Power & Positive Attitude

- love the challenge; can weather the storm; will see the bright side of situations, despite adversity; never gives up. Can work well in a flexible, sometimes chaotic environment

Self-motivated

- and can work well alone and from home

At least 5 years working in an administrative or executive assistant role

- preferably in a high growth entrepreneurial company

Job Types: Full-time, Part-time

Pay: $25.00-$27.00 per hour

Benefits:

Flexible schedule Work from home
Flexible language requirement:

French not required
Schedule:

Monday to Friday
Application question(s):

Are you located in BC's lower mainland? Are you willing to do a Microsoft skills test?
Experience:

Administrative: 5 years (required)
Work Location: Hybrid remote in Vancouver, BC

Application deadline: 2025-05-30