Executive Assistant & Business Coordinator (Contract)

Ventum Financial Corp.; Vancouver; On-site; CAD 75,000 - 80,000; Full time

Job summary

Ventum Financial Corp. in Vancouver, BC, is seeking an Exec Assistant & Business Coordinator to support the SVP, Head of Private Client Services, manage calendars, travel, and key projects. This role is in-office and on a one-year contract.

You will coordinate recruiting onboarding, contracts, CRM records, reporting, and cross-team initiatives, helping translate priorities into action while maintaining confidentiality. Strong organizational skills and discretion are essential.

Qualifications

• Experience in executive support or business coordination.
• Strong organization and attention to detail; ability to manage multiple priorities.
• Clear written and verbal communication with confidentiality.
• Proficiency with Outlook, Teams, Word, Excel, PowerPoint; CRM records management.

Responsibilities

• Manage calendars, meetings, travel, and expenses; prepare agendas and presentations.
• Draft contracts and documents using approved templates; manage reviews and signatures.
• Maintain CRM records and coordinate recruiting meetings and pipeline updates.
• Coordinate advisor onboarding with internal partners; track documentation and milestones.
• Maintain visibility across leadership areas by coordinating cross-team priorities and project plans.
• Track KPIs and prepare dashboards and leadership updates.
• Support Vancouver marketing activities and event coordination with Marketing.

Skills

Executive support

Project administration

CRM management

MS Office

Attention to detail

Clear communication

Discretion

Finance familiarity

Tools

CRM software

Job description

Ventum Financial Corp. in Vancouver, BC, is seeking an Exec Assistant & Business Coordinator to support the SVP, Head of Private Client Services, manage calendars, travel, and key projects. This role is in-office and on a one-year contract.

You will coordinate recruiting onboarding, contracts, CRM records, reporting, and cross-team initiatives, helping translate priorities into action while maintaining confidentiality. Strong organizational skills and discretion are essential.