Senior Administrative Assistant

Richardson Wealth

Toronto

On-site

CAD 75,000 - 85,000

Full time

2 days ago
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Benefits offered by this job

Performance-based incentive plan
Health & dental benefits
RRSP matching
Paid time off

Job summary

Richardson Wealth Limited is seeking a highly organized Senior Administrative Assistant to support two senior leaders. The role involves managing complex calendars, coordinating travel, preparing expense reports, booking meetings, and supporting strategic initiatives in a fast-paced, collaborative environment.

The ideal candidate has 3+ years supporting senior leaders, exceptional communication, and strong proficiency with Microsoft Office tools.

Qualifications

  • 3+ years of administrative support with senior leaders
  • Exceptional verbal and written communication
  • Strong organizational skills and attention to detail
  • Ability to adapt quickly in a dynamic environment
  • Demonstrated initiative and ability to work independently
  • Strong stakeholder management and relationship-building
  • Prioritization of competing demands and multitasking
  • Advanced proficiency with Microsoft Office Suite
  • Strong PowerPoint and Excel skills
  • Experience using Teams and SharePoint
  • Familiarity with AI tools such as Microsoft Copilot
  • Comfort learning new technologies and systems quickly

Responsibilities

  • Managing complex calendars and scheduling meetings across multiple stakeholders
  • Coordinating travel arrangements including flights, accommodations, and itineraries
  • Preparing and submitting expense reports
  • Booking meeting rooms and coordinating leadership meetings
  • Assisting with presentation development and follow-up materials
  • Coordinating roadshows and leadership initiatives
  • Supporting social media activities with Marketing
  • Creating and maintaining reminders and processes
  • Building relationships with internal and external stakeholders
  • Managing confidential information with discretion
  • Identifying opportunities to improve efficiency and solve problems

Skills

Communication
Organizational skills
Independence
Relationship management
Adaptability

Tools

Microsoft Teams
SharePoint
Copilot
PowerPoint
Excel

Job description

Who We Are

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview

We are seeking a highly organized, proactive, and adaptable Senior Administrative Assistant to provide executive-level support to two senior leaders. This is an exciting opportunity for someone who thrives in a fast-paced environment, enjoys building relationships, and takes pride in anticipating needs before they arise.

If you're a self-starter who enjoys coordinating multiple priorities, managing executive calendars, and supporting strategic initiatives, we'd love to hear from you.

This is an existing vacancy

Duties And Responsibilities
  • Managing complex calendars and scheduling meetings across multiple stakeholders
  • Coordinating travel arrangements, including flights, accommodations, and itineraries
  • Preparing and submitting expense reports
  • Booking meeting rooms and coordinating logistics for leadership meetings, branch manager calls, and roundtables
  • Assisting with presentation development, follow-up materials, and communications
  • Coordinating roadshows, community events, and other leadership initiatives
  • Supporting social media activities, including LinkedIn postings, in partnership with Marketing
  • Creating and maintaining reminders, schedules, and organizational processes
  • Building strong relationships with internal and external stakeholders
  • Managing confidential information with professionalism and discretion
  • Identifying opportunities to improve efficiency and proactively solving problems before they arise
Qualifications
  • 3+ years of administrative support experience working with senior leaders, executives, or department heads
  • Exceptional verbal and written communication skills
  • Strong organizational skills and attention to detail
  • Ability to adapt quickly in a dynamic environment
  • Demonstrated initiative and the ability to work independently
  • Strong relationship-building and stakeholder management skills
  • Proven ability to prioritize competing demands and manage multiple tasks simultaneously
  • Advanced proficiency with Microsoft Office Suite
  • Strong PowerPoint and Excel skills
  • Experience using Microsoft Teams and SharePoint
  • Familiarity with AI tools such as Microsoft Copilot
  • Comfort learning new technologies and systems quickly

The expected annualized base salary range for this role is $75,000-$85,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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