Executive Assistant

CapIntel; Halifax; Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Relocation allowance

Job summary

CapIntel in Halifax is seeking an Executive Assistant to the CEO who will manage the CEO's calendar, communications, and travel, ensuring the executive operates at peak performance in a startup environment.

You’ll provide personal and professional support, coordinate meetings, prepare materials, handle expenses, and collaborate with internal teams and external partners with discretion and professionalism.

This full-time, hybrid role offers relocation support for the right candidate.

Qualifications

• 2+ years of experience as an Executive Assistant supporting a senior leader in a startup or fast-paced tech environment.
• Experience in fintech, wealthtech, or financial services is an asset.
• Exceptional organizational skills and ability to manage multiple priorities.
• High emotional intelligence and discreet communication.
• Proficiency with Microsoft 365, Slack, and Confluence.
• Currently residing in Halifax or able to relocate; relocation support provided.

Responsibilities

• Calendar management and proactive scheduling.
• Coordinate domestic and international travel and expenses.
• Serve as professional first point of contact for CEO with internal and external stakeholders.
• Provide office, operational, and event support.
• Provide personal assistance as needed.

Skills

Executive support

Calendar management

Travel coordination

Communication

Discretion

Microsoft 365

Slack

Confluence

Tools

Slack

Confluence

Microsoft 365

Job description

CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.

Since launching in 2019,CapIntelhas seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest -growing technology companies. To support this momentum,we’regrowing our teamrapidly—investingin people who drive innovation at scale to expand our impact across the North American wealth management industry.

About the role

CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.

Since launching in 2019,CapIntelhas seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest -growing technology companies. To support this momentum,we’regrowing our teamrapidly—investingin people who drive innovation at scale to expand our impact across the North American wealth management industry.

About the role

This is a full-time, hybrid role based in our Halifax office.

This is a close-support role. As Executive Assistant to the CEO, your focus is one person: making sure our CEO can operate at their best, every single day. You’ll manage their time, keep their world organized, and handle the full range of tasks that come with supporting a startup CEO, including both professional and personal support as needed.

You’rethe kind of person who stays two steps ahead.You’llanticipatewhat’scoming, proactively manage the CEO’s priorities, and quietly solve problems before they become problems. If that kind of variety energizes rather than frustrates you,you’llthrive here.

What you’ll do

Calendar Management

• Own the CEO’s calendar. Stay ahead of what’s coming, ensure meetings are scheduled with the right flow and pacing throughout the week, protect focus time, and resolve conflicts before they surface
• Proactivelyanticipatekey meetings, projects, and deadlines on the horizon -flagging preparation needs and ensuring the CEO’s time is alwaysallocatedintentionally
• Prepare briefing notes, agendas, and pre-reads ahead of key meetings so the CEO walks in ready
• Capture and distribute meeting notes and action items, and follow up to ensure completion

Travel & Expenses

• Coordinate domestic and international travel with an extremely high level of detail - every flight, hotel, transfer, and itinerary step should be planned and confirmed in advance, leaving nothing to chance .
• Track, submit , and reconcile the CEO’s expenses, per diems, and benefits submissions accurately and on time

Inbox & Communications

• Act as a professional first point of contact between the CEO and internal teams, board members, investors, and external partners
• Handle all communications with impeccable written and verbal communication skills, professionalism, and discretion

Office & Operational Support

• Support board meeting preparation as needed,including helping prepare materials and being present and available to handle any requests or issues that arise.
• Help maintain relationships with key external stakeholders by keeping communication timely and polished
• Partner on company events, offsites, and team meetings providing hands-on support and being present where needed.
• Stay close to the CEO’s priorities and proactively plug in to ad hoc projects, cross-functional initiatives, and time-sensitive needs as they arise

Personal Assistance

• Provide personal support to the CEO as needed alongside professional responsibilities
• Manage personal scheduling and day-to-day tasks with the same discretion and reliability as any other part of the role

What we're looking for

• 2+ years of experience as an Executive Assistant supporting a senior leader, ideally in a startup or fast-paced tech environment, or as an Associate at a wealth management practice.
• You have experience in or exposure to fintech, wealthtech, or financial services. Familiarity with how the industry moves is a definite asset
• Exceptional organizational skills and the ability to manage multiple competing priorities without losing the thread
• High emotional intelligence - you read the room, adapt quickly, and know when to act independently versus when to check in
• Impeccable written and verbal communication skills; you represent the CEO professionally in every interaction
• Absolute discretion with sensitive information, both professional and personal
• Comfort with ambiguity and startup, high growth pace. You don't need every detail defined to take effective action
• Proficiency with Microsoft 365, Slack, and Confluence
• A valid driver's license and access to a reliable vehicle
• Genuine openness to both professional and personal support as part of the role
• Currently residing in Halifax or ability to relocate. For the right candidate, we will provide a relocation allowance.

You’ll Stand Out If

• You've supported a CEO or founder at a startup with under 200 employees
• You have experience managing professional and personal schedules simultaneously
• You're a proactive communicator who flags issues early and brings solutions, not just problems
• You'recalm, resilientand reliable, even when priorities shift mid-day

Notsureyou meet every requirement?

We care most about mindset:yourdrive,curiosityandcommitmentto deliveringgreat work.While experiencematters, weknow thatcareersaren’talways linear. If this role excitesyouand you believe you can make an impactwith us,we want to hear from you.

Whyyou'llenjoy working here

Learn more aboutlife atCapIntelon our Careers page, including the virtues that inspire how we work and theperksand benefits designed to support your growth and well-being.We’rea team built on trust, respect, and collaboration. This powerseverything we doand creates a space to challenge and elevate each otheras we work towards our shared vision.If this speaks to you,we’dbe excited to have you with us.