The Executive Assistant will provide an exceptional level of support to the Executive team, taking responsibility and ownership for a wide variety of licensing and regulatory tasks and providing high-level administrative support to the President (Toronto) and remote CEO (Vancouver). In this role, you must be detail-oriented, accurate and flexible, have the ability to work with a high level of autonomy and initiative, exhibit originality of thought, analytical skills and take the initiative in solving problems, challenges and deviations in handling business needs in a fast-paced environment. You will play a vital role in ensuring the smooth coordination, operation and management of schedules and facilitate efficient communication within the organization.
Executive Administration :
- Provide comprehensive administrative support to the President, CEO & leadership team, scheduling and prioritizing meetings, monitoring deadlines, preparation of expense reports, and handling correspondence.
- Calendar management, including setting up appointments and itinerary with various business associates.
- Enable and support the President and the CEO to help facilitate their ability to effectively lead the company.
- Other administrative duties as assigned.
Regulatory Compliance Oversight
- Monitor and stay current on changes in commercial insurance regulations at both federal and provincial levels in Canada.
- Collaborate with regulatory lawyers to ensure the company's operations align with all relevant laws and guidelines.
- Develop and implement internal processes and controls to ensure ongoing compliance with regulatory requirements including the preparation and timely filing of all license applications / renewals for all insurance professionals and ensuring all continuing education requirements have been met.
- Maintain accurate records of regulatory communications and assisting in preparing regulatory filings, corporate filings and compliance-related documentation on a timely basis.
- Assist in the preparation of responses to and coordination of requests from various regulatory bodies.
- Prepare regular reports for senior management summarizing the company's regulatory compliance status.
- Coordinate with legal and other departments to compile necessary documentation for regulatory submissions and audits.
- Serve as the primary point of contact for interactions with provincial regulatory agencies and legal representatives.
- Facilitate communication between internal stakeholders and external regulatory bodies.
- Coordinate responses to inquiries, audits, and examinations from regulatory agencies.
Travel & Meeting Coordination
- Arrange and coordinate complex and detailed travel itineraries and arrangements including transportation, accommodations, and other travel logistics and agendas for executives in accordance with company policy.
- Lead and / or assist in the planning and coordination of board / investor meetings and other company events, including agenda preparation, distribution of material, booking location, accommodations, caterers, AV, and other set up and take-down needs, as required.
- Coordinate and manage departmental meetings and team events.
Meeting Preparation & Communication Management
- Prepare meeting materials, agendas, and minutes for Partner / management meetings.
- Ensure timely distribution of materials to meeting participants.
- Screen and prioritize communications, responding on behalf of the President and CEO when necessary.
- Establish and maintain organized and confidential electronic and paper-based filing systems to ensure information is current and readily accessible.
- Manage, assist, and prioritize document preparation and incoming correspondence, including e-mail management, leveraging exclusive access to highly confidential material.
- Conduct research and create reports on diverse topics as needed by the Leadership Team.
Qualifications & Skills
- Minimum of 3 years’ experience as an Executive Assistant providing support at the executive level.
- Post secondary education, credentials, or certifications such as a business administration certificate or diploma is preferred.
- High degree of integrity, ethics, and respect.
- Meticulous attention to detail.
- High degree of confidentiality and ability to exercise professionalism, tact, sound judgement, and discretion when exposed to and involved in sensitive company matters.
- Ability to execute in a fast-paced environment under high-pressure and time-sensitive deadlines.
- Excellent verbal, written and presentation communication skills; ability to listen, simplify, record, and share information as appropriate.
- Ability to work effectively as an individual contributor and in a team environment with minimal supervision.
- Flexibility to adapt to rapidly changing priorities and the ambition to assist wherever needed.
- Outstanding time management skills and problem solving.
- Proficiency in the Microsoft Office Suite including Teams, Outlook, Word, PowerPoint, and Excel.
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