Job Description

Job Title: Executive Assistant
JOB ID: #16462702
Location: Downtown Toronto - ONSITE 4 days/week
Industry: Financial Services
Salary: $60,000-$70,000 + Large bonus and Excellent benefits
About the Role
Our client, a leading Asset Management firm, is looking for an Executive Assistant. You will be part of the Private Client Group, collaborating directly with Investment Counsellors, playing a pivotal role in delivering efficient, precise, and value-added support to the team.
Responsibilities
Maintain accurate client records in Salesforce.
Manage guest lists using platforms like MailChimp.
Streamline paperwork and organize client documentation.
Organize and schedule client meetings.
Assist clients during in-person meetings.
Handle travel bookings and manage calendars.
Manage contact lists, filing systems, databases, expense reports, and correspondence.
Qualifications
Undergraduate Degree.
2+ years of relevant experience in the financial industry.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
Canadian Securities Course or willingness to pursue.
What\'s in it for you?
Work in a fast-paced, high-performing team.
Access to career development, coaching, and mentoring.
Opportunities to make a significant impact and take on challenging work.
This role is ideal for someone who thrives in a dynamic environment and shares values of radical responsibility and continuous improvement. Apply today for immediate consideration!
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