Executive Assistant to the Vice President, Private Wealth

Nicola Wealth; Vancouver; Hybrid; CAD 70,000 - 82,000; Full time

Job summary

An established industry player is seeking a dynamic Executive Assistant to support the Vice President of Private Wealth. This multifaceted role involves managing complex calendars, facilitating communication, and ensuring seamless operations within a collaborative team environment. The ideal candidate will possess strong organizational skills, a client-first mentality, and the ability to thrive under pressure. With a competitive compensation package and opportunities for professional growth, this role is perfect for those looking to make a significant impact in the financial planning sector. Join a company that values innovation and teamwork, and contribute to its continued success.

Benefits

RRSP Contribution

Profit-Sharing Program

Share Ownership Program

Comprehensive Benefits Package

Qualifications

• 5+ years of experience in executive support, preferably in financial services.
• Strong proficiency in Microsoft Office and modern tools.

Responsibilities

• Provide high-level executive support to the Vice President, managing complex schedules.
• Coordinate meetings, document discussions, and maintain project timelines.

Skills

Organizational Skills

Written Communication

Oral Communication

Microsoft Office Suite

Project Coordination

Client Service

Critical Thinking

Interpersonal Skills

Education

Bachelor's Degree

Financial Industry Courses (CIM, CFP, LLQP)

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

About Nicola Wealth:

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. 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 Advisors 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 Presidents’ 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, as well as governance of business development budget.
• 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 Presidents’ calendar.
• Project coordination of various initiatives involving the Vice Presidents, bringing forward and keeping track of time sensitive action items.
• Support Vice President and leadership team with management of functional business areas, including exit interview process for clients who leave the firm, and internal processes for client allocation.
• 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 bachelors 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.
• Project coordination skills.
• 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 [e-mail] 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!