Executive Assistant, Private Wealth - Associates

Nicola Wealth Management Ltd.; Vancouver; On-site; CAD 70,000 - 82,000; Full time

Job summary

A leading wealth management firm is seeking an Executive Assistant to support the Vice President of Private Wealth. This hybrid role involves managing schedules, facilitating communication, and providing executive support in a dynamic environment focused on exceptional client service. Your expertise will enhance team collaboration and client engagement in a rapidly growing organization.

Benefits

Profit-sharing program

Competitive performance bonus

RRSP contribution

Share ownership program

Qualifications

• Minimum 5 years of related work experience in financial planning or investment services.
• Strong business sense with excellent attention to detail.
• Ability to prioritize in a fast-paced environment.

Responsibilities

• Provide high-level executive support to the Vice President.
• Manage extensive calendar and travel plans.
• Prepare PowerPoint presentations for senior leadership.

Skills

Organizational skills

Communication skills

Relationship management

Critical thinking

Problem-solving

Education

Bachelor's degree

CIM, CFP, LLQP (related courses)

Tools

Microsoft Office

Job description

Executive Assistant, Private Wealth - Associates

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Purpose of the Role :

This is a dynamic and multifaceted role providing high-level executive support to the Vice President, Private Wealth – Associates, who leads one of the largest teams within our Private Wealth Division. Based in Vancouver with a hybrid work arrangement, this is an exciting opportunity to be part of a growing and collaborative team. The successful candidate will work closely with the Vice President and their leadership team, engage with the Associates group, collaborate with the Executive Office, and build strong relationships with both internal and external stakeholders.

Core Responsibilities :

• Providing general executive assistance duties including but not limited to : tracking, reading and analyzing all incoming e-mail and correspondence, determination of importance / urgency of request, arranging distribution or drafting responses as required, general gatekeeping, extensive and complex calendar management, travel planning and coordination, preparation and distribution of reports, composing and preparing correspondence that is sometimes complex and / or confidential, conducting research, electronic filing and general office management.
• Proactively manage the Vice President’s calendar, including coordinating schedules for company-related business as well as external boards and other associations, while anticipating and resolving scheduling needs and roadblocks before they arise.
• Coordinate internal meetings by setting up agendas, documenting key discussion points and action items, distributing notes post-meeting, and organizing recurring sessions for seamless team collaboration.
• Acting as a first point of contact, gatekeeping and problem-solving as appropriate, liaising with company leadership and business contacts.
• Utilize Excel skills to perform accounting function type calculations, and tracking and maintaining various projects and reports.
• Reconciliation, and timely and accurate reporting of expenses.
• Develop and maintain a strong relationship with the Vice President in order to anticipate needs and provide timely, proactive support and regular updates.
• Support Vice President with a variety of communications both internal and external, including managing business social media accounts.
• Develop and maintain a high level of knowledge of the business, planning process, various project timelines and clients in order to prioritize competing needs of the Vice President’s calendar.
• Project coordination of various initiatives involving the Vice President, bringing forward and keeping track of time sensitive action items.
• Support Vice President and leadership team with management of functional business areas, including Wealth Advisors and Associates.
• Create effective and compelling PowerPoint presentations and information packages for the Senior Leadership Team, Nicola Wealth Board and other business meetings as required.

Required Skills & Qualifications :

• A minimum of 5 years of related work experience preferably with exposure to the financial planning and investment services industries.
• Completion of a bachelor’s degree and financial industry related courses are an asset – CIM, CFP, LLQP, etc.
• Strong business sense.
• Excellent organizational skills and excellent written and oral communication skills.
• Excellent proficiency in Microsoft Office (Outlook, PowerPoint, Word and Excel) and strong understanding of modern tools and technology.
• Ability to exercise judgement, diplomacy and tact, and display business and political acumen in dealing with varied day-to-day challenges.
• Strong interpersonal and relationship management skills. The ability to work as part of the wider team, as well as individually.
• Client-first mentality. Ability to provide a high-quality client experience with timely and professional responses.
• Effective under pressure, with the ability to multi-task, take initiative and prioritize in a fast-paced environment with multiple competing priorities.
• Ability to work under a high degree of independence with minimal supervision.
• Excellent attention to detail – has thorough approach to ensure that all details are managed.
• Strong critical thinking, judgement and analytical ability.
• Ability to anticipate and proactively handle situations.
• Experience in a high performing client service capacity.

Compensation & Benefits Package :

This position comes with a base salary range of $70,000 - $82,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit : www.nicolawealth.com / total-rewards.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles : www.nicolawealth.com / careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [emailprotected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!

J-18808-Ljbffr

Create a job alert for this search