About Us:
Aligned Capital Partners Inc. is a leading financial advisory firm dedicated to providing personalized wealth management solutions to our clients. With a focus on integrity, expertise, and exceptional service, we help individuals and families navigate their financial journey with confidence and peace of mind.
Job Description:
We are seeking a dynamic and highly organized Executive Assistant to support our Financial Advisors in delivering top-notch financial advisory services. The ideal candidate will possess excellent communication skills, impeccable attention to detail, and the ability to thrive in a fast-paced environment.
Responsibilities:
- Manage the Financial Advisor's calendar, scheduling appointments, meetings, and conferences efficiently
- Prepare and organize materials for client meetings, ensuring all necessary documents are accurate and readily available
- Assist in the preparation of financial reports, presentations, and client communications
- Act as the primary point of contact for clients, addressing inquiries and providing exceptional customer service
- Handle administrative tasks such as filing, data entry, and account administration
- Collaborate with team members to ensure seamless workflow and effective communication
- Maintain confidentiality and discretion when handling sensitive information
Requirements:
- Bachelor's degree in Business Administration, Finance, or a related field preferred
- Canadian Securities Course (CSC)
- Proven experience as an Executive Assistant or similar role, preferably in the financial services industry
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Excellent organizational and time-management skills, with the ability to prioritize tasks effectively
- Exceptional interpersonal skills and the ability to communicate professionally with clients and colleagues
- High level of integrity and discretion when handling confidential information
- Ability to adapt quickly to changing priorities and work well under pressure
- Detail-oriented with a proactive mindset and a willingness to take initiative
Benefits:
- Competitive salary commensurate with experience
- Benefits Plan
- Retirement savings plan with employer matching
- Paid time off and holidays
- Professional development opportunities and support for continuing education
If you are a motivated individual with a passion for finance and a talent for providing exceptional administrative support, we invite you to join our team at Aligned Capital Partners Inc. Please submit your resume and cover letter detailing your qualifications and why you are the ideal candidate for this position. We look forward to hearing from you!
Job Type: Full-time
Pay: $45,000.00-$65,000.00 per year
Additional pay:
Benefits:
- Extended health care
- On-site parking
- Paid time off
- Profit sharing
- RRSP match
Schedule:
Education:
- Bachelor's Degree (preferred)
Work Location: In person
