Executive Assistant

This is a remote position.

This job is open to Filipino residents only

Timezone/Location: Calgary Canada, Mountain Time

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Client Overview:

The client is a boutique private wealth management firm located in Calgary, Canada. They manage high-net-worth business clients' personal and corporate assets, including investments, insurance, risk management, and financial planning.

Responsibilities:

• Manage multiple projects simultaneously, ensuring timely completion and high-quality standards.
  
• Assist with daily calendar management, task scheduling, and email correspondence
  
• Coordinate travel logistics and arrangements efficiently.
  
• Conduct online research and compile comprehensive email summaries based on findings.
  
• Attend executive meetings, ensuring accurate minute-taking, note compilation, and action point tracking.
  
• Prioritize tasks for various teams, monitor progress, and provide regular updates to senior management.
  
• Assist with expense reconciliation, financial tracking, and bank account oversight.
  
• Handle office administrative tasks as directed and as necessary.
  
• Manage and organize internal documents, promotional materials, and digital folder structures.
  
• Act as a liaison between the executive and other departments, ensuring smooth communication and prompt resolution of requests and queries.
  
• Schedule and manage social media posts and campaigns.
  
• Engage in professional writing tasks, including drafting communications, reports, presentations and marketing news letters
  

Requirements:

• Exceptional attention to detail and organizational capabilities.
  
• Outstanding written and verbal communication proficiency.
  
• A minimum of three years of experience in an executive assistant role.
  
• Proficiency in MS Office Suite, especially Excel and Outlook.
  
• Proven ability to manage a busy calendar and email correspondence efficiently.
  
• Experience in scheduling social media posts and professional writing.
  
• Ability to adapt and thrive in a fast-paced environment.
  
• High level of professionalism and discretion in handling sensitive information.
  
• Familiarity/proficiency in using AI tools such as Chatgpt
  

Highly Regarded Skills and Experience:

• Prior experience or a keen interest in the financial services or wealth management industry.
  
• Experience in managerial roles, particularly in operations and marketing
  
• Familiarity with advanced scheduling and project management tools.
  
• Proven ability to handle sensitive and confidential information with discretion.
  
• Ability to follow and create processes
  

Benefits

• Remote work flexibility.
  
• Professional development opportunities.
  
• A supportive and collaborative work environment
  
• HMO included