Job Description

Job Summary:
We are seeking a highly organized and proactive Executive Assistant to support a Financial Advisor

Responsibilities:

-The ideal candidate will provide administrative assistance and ensure smooth operations within the office.
- Manage calendars, including scheduling meetings and appointments
- Handle incoming and outgoing communications, including phone calls and emails
- Maintain electronic filing systems, ensuring accuracy and efficiency
- Assist in clerical tasks such as data entry and scanning documents
- Utilize software applications such as Outlook Calendar, DocuSign, and Microsoft Dynamics
- Provide support in organizing meetings
- Handle sensitive information with confidentiality and discretion

Experience:
- Proven experience as an Executive Assistant or similar role
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Familiarity with phone systems and office equipment
- Strong organizational skills with the ability to multitask and prioritize workload effectively
- Excellent written and verbal communication skills
- Attention to detail and accuracy in all tasks performed

Nice-to-Have Skills:
- Experience with financial and estate planning
- Basic knowledge of investing
- Familiarity with various administrative tasks within an office setting

This is a full-time position offering competitive compensation. If you are a dedicated professional with exceptional organizational skills and a proactive approach to supporting executives, we encourage you to apply for this rewarding opportunity.

Job Type: Full-time

Pay: $42,000.00-$52,000.00 per year

Benefits:

Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance Paid time off RRSP match
Education:

Secondary School (required)
Work Location: In person