Executive Assistant (Finance)

2 days ago

🔄 Hybrid – Toronto

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Aviso Wealth

Better wealth management for Canadians. Our brands include @NEIInvestments & @QtradeInvest. Disclosures: bit.ly/3hcRzPK

501 - 1000

Description

• Provide a full range of administrative assistance to the SVP, Chief Financial and Chief Risk Officer, including managing an active calendar; providing initial responses to issues or redirecting to others, liaising with offices of senior executives internally and externally; scanning, filing, and reviewing correspondence • Develop and maintain strong relationships with other executive assistants to ensure effective communication and optimum support to the executives • Manage invoice and expense submissions • Coordinate strategic planning using tools like Smartsheet to ensure a centralized hub for saving documents • Organize monthly divisional meetings • Coordinate cost-effective and sometimes complex domestic and international travel and accommodation arrangements and itineraries • Track hours for projects and monthly reporting to submit to finance • Bring an improvement mindset to workflow activities and offer suggestions for improvement to team members and senior leaders

Requirements

• Post-secondary education in administration or business, or related work experience is preferred • Minimum 5 years of executive administration experience supporting C-Suites is required • Experience in wealth management or financial services is an asset • Experience arranging complex travel and coordinating events is required • Solid working knowledge of Adobe Acrobat and the Microsoft Office Suite, including Outlook, Excel, Word, PowerPoint is required, experience with Concur and Smartsheet is an asset • Proven track record of commitment to service excellence with the ability to build and maintain strong working relationships is required • Proactive, with the ability to anticipate needs and call out potential issues is required • Ability to exercise discretion and handle highly sensitive and confidential information is required • Strong prioritization skills and ability to work calmly and effectively in a fast-paced environment is required • All-hands-on-deck attitude and flexibility to meet changing needs is required • Ability to work well independently and as a member of a team is required • Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

• Competitive compensation package that rewards and recognizes individual contributions • Excellent health, dental and insurance benefits to meet the diverse needs of our employees • Generous vacation time, fitness benefit, parental leave top-up options • Matching contributions to our retirement program • Commitment to the continuous improvement of our staff through learning & development and an education assistance program • Regular social events to foster teamwork

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