Executive Assistant

Veritas Investment Research; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

Veritas Investment Research is seeking an Executive Assistant to support the President & CEO and the executive team. The role involves managing calendars, client interactions, and office inventory. Ideal candidates will have a bachelor's degree in business administration and advanced CRM skills. Join a leading firm dedicated to independent research and investment management.

Qualifications

• Bachelor’s degree or equivalent in business administration or management.
• Advanced knowledge of CRM databases.
• Extremely organized and detail-oriented.

Responsibilities

• Maintain and support the calendar of the President & CEO.
• Manage client entitlements and provide monthly reporting.
• Coordinate onboarding and offboarding processes.

Skills

Organizational Skills

Detail-oriented

Team Success

Education

Bachelor’s degree in business administration or management

Tools

CRM databases (Maximizer, Salesforce, Microsoft Dynamics 365)

Microsoft Office Suite (Word, Excel, PowerPoint)

Job description

Twenty-five years ago, Veritas Investment Research flipped the equity research modelon its head - instead of giving away research and making money through bankingrelationships, we used our independence to produce high-quality research that we couldsell to clients. That model still stands today, with Veritas having grown to becomeCanada’s largest independent equity research firm. Being independent gives us thepower to say things that others can’t or won’t.

Seven years ago, Veritas Asset Management was established, founded on the belief thatsuperior investment research leads to better investment decisions. Veritas AssetManagement offers investment products that are driven by active management to reduce volatility, lower risk, and maximize returns.

Our mission is to be the #1 source of trusted, independent research that helps investorsmake better investment decisions.

Job Type : Full-time, with a minimum of 4 days per week in the office.

Job Description : As the Executive Assistant, you will support the office of the President & CEO, as well as the other members of the executive and publishing teams. You will ensure office inventory and maintenance are always upheld.

Key Responsibilities :

• Maintaining and supporting the calendar of the President & CEO
• Managing client entitlements through various platforms and providing monthly reporting to staff
• Coordinating the onboarding and offboarding process for staff members
• Managing CRM accounts and logging client interactions to various portals
• Formatting and publishing research reports and marketing campaigns, as needed
• Answering phones, distributing mail, ordering office supplies, watering plants, and supporting the executive team as needed
• Coordinating travel arrangements for executive staff and sales teams
• Overseeing all conferences / webinars and ensuring successful execution
• Compiling and filing of expenses from executive staff members
• Formatting all presentations as needed

Qualifications / Experience :

• Bachelor’s degree (or equivalent) in business administration or management
• Advanced knowledge of CRM databases, including but not limited to Maximizer, Salesforce, and Microsoft Dynamics 365
• Advanced understanding and experience with Microsoft suite, including but not limited to Word, Excel, and PowerPoint
• Extremely organized
• Detail-oriented
• Enjoys completing tasks
• Revels in the success of the team

Contact Information :

Veritas Group of Companies

100 Wellington Street West

TD West Tower, Suite 3110, PO Box 80

M5K 1E7

Create a job alert for this search