Executive Assistant to CEO

SANDSTONE Asset Management Inc; Calgary; On-site; CAD 50,000 - 75,000; Full time

Job summary

SANDSTONE Asset Management Inc, a boutique wealth management firm, seeks an experienced Executive Assistant in Calgary to support the CEO and enhance client relations. The role demands exceptional organizational skills, discretion in handling confidential information, and the ability to improve administrative workflows. Join a team committed to empowering clients and fostering community engagement.

Benefits

Comprehensive health benefits

Life and disability insurance

Paid time off

Wellness program

Qualifications

• 2+ years of experience in financial services or professional service environment.
• Proven experience as an Executive Assistant or in a similar high-level support role.
• Strong multitasking abilities and adaptable in a dynamic environment.

Responsibilities

• Manage the CEO's calendar, including scheduling meetings and appointments.
• Serve as a first point of contact for clients and internal stakeholders.
• Prepare reports, presentations, meeting agendas, and other executive-level documentation.

Skills

Time Management

Organizational Skills

Communication Skills

Client Relations

Attention to Detail

Education

Bachelor’s degree in related field

Completion of Canadian Securities Course (CSC)

Tools

Microsoft Office Suite

CRM systems (HubSpot)

APX

uniFide

Job description

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SANDSTONE Asset Management is a Calgary-based boutique wealth management firm serving high-net-worth entrepreneurs, families (including their estates and trusts), and foundations. But our team doesn’t just manage wealth, we cultivate it, supporting clients at every stage.

Through discretionary portfolio management, financial planning, philanthropic strategies, and educating future inheritors, we walk alongside clients to steward legacies that span generations. Our global investment approach examines the financial, social, and fundamental matters that shape our world, bringing peace of mind through investments that stand the test of time.

SANDSTONE’s success is built on enduring client relationships — with many families now in their second and third generations turning to us for trusted guidance. Today, SANDSTONE is known for its consistent, professional approach to wealth management as well as its commitment to community.

Our Purpose : To thoughtfully steward our clients' wealth with care, wisdom, and intention by honouring their financial, familial, and philanthropic goals through a holistic, deeply personal approach. We work side-by-side with our clients, always available, always acting in their best interest — a trusted partner of their team.

Our Mission : To create possibilities for our clients, colleagues, and community by integrating our independent investment expertise with a deep commitment to people, purpose, and planet. Together, we champion the power of business as a force for good.

Our Vision : To " Build the Commons " — a city and society where wealth, opportunity, and wellbeing are shared, sustained, and accessible to all. Rooted in Calgary and guided by a long-term view, we strive to cultivate not only financial capital but also social and cultural capital, ensuring the benefits of prosperity are collectively experienced and purposefully advanced.

SANDSTONE is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF). We are proud to be a Certified B Corporation and an Imagine Canada PRISM Certified Company.

ABOUT THE JOB

We are seeking an experienced Executive Assistant to provide high-level support to our CEO and our clients. This dynamic position requires a proactive individual with impeccable time management and organizational skills able to handle a wide range of administrative and executive support tasks.

Key Responsibilities

• Executive Support : Manage the CEO's calendar, including scheduling meetings and appointments. Coordinate travel arrangements and prepare itineraries.
• Communication Management : Screen and respond to calls, emails, and other correspondence on behalf of the CEO. Draft professional communications and follow up on key action items.
• Client Relations : Serve as a first point of contact for clients and internal stakeholders. Provide timely, professional support to ensure a high standard of service. Proactively handle routine client inquiries and escalate more complex issues when appropriate.
• Reporting & Document Preparation : Prepare reports, presentations, meeting agendas, and other executive-level documentation. Assist with coordinating, creating, editing, proofreading, formatting, and distributing materials.
• Process Improvement : Identify opportunities to improve administrative workflows and contribute to increased efficiency across executive operations.

What You Bring to the Role

Ideal candidates will have :

• A bachelor’s degree in a related field or equivalent combination of education, training and experience
• Completion of the Canadian Securities Course (CSC) is an asset
• 2+ years of experience in the financial services industry or professional service environment
• Proven experience as an Executive Assistant or in a similar high-level support role
• Strong clerical and organizational skills, with exceptional attention to detail
• Ability to manage confidential information with discretion
• Excellent written and verbal communication skills
• A self-starter mindset with impeccable time management, resourcefulness, and follow-through
• Comfortable using software such as APX, uniFide, CRM systems (HubSpot), and Microsoft Office Suite
• A positive, energetic, and adaptable personality
• Strong multitasking abilities and the capacity to thrive in a dynamic environment
• Exceptional interpersonal skills and a commitment to service excellence

Bonus : CIRO licensing (e.g., Investment Representative, Registered Representative) is an asset, but not required.

Please Note

This is a full-time, in-person position based at our office in downtown Calgary. Candidates must be available to work on-site, Monday through Friday. We kindly ask that only those seeking an in-person role apply.

What We Offer

We’re committed to creating a workplace where our team is valued, supported, and empowered to succeed. We offer competitive compensation, commensurate with experience, a comprehensive benefits package, and a broad spectrum of professional development opportunities. When you join us, you can expect :

• Comprehensive health benefits, including medical, dental, vision, and extended health care
• Life and disability insurance
• Paid time off
• Wellness program

How to Apply

Qualified applicants are invited to email their resume and cover letter to [emailprotected] .

As part of our commitment to building a values-aligned team, we ask all applicants to complete our 15-minute behavioral questionnaire. This helps us ensure a strong cultural and team fit in addition to skills and experience.

Complete the survey here : https : / / app.traits.com / survey / dff0e3cf-6d33-44cc-89fb-33708dc145a2

Thank you for your interest in SANDSTONE. Only candidates who complete the questionnaire and meet the core qualifications will be considered for an interview.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Administrative

Investment Management

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