Executive Assistant to Partners, Private Wealth Management Firm (8257)

Full Time Permanent Position, immediate benefits, easy access downtown Toronto location, a walk from Union/Go Station

Job ID: A8257


Category: Administrative, Financial and Investment

Salary: Competitive


Executive Assistant to support Partners in smooth running of the practice, including:

  • Maintaining partner calendars and arranging for meetings and travel
  • Scheduling client meetings and welcoming clients
  • Arranging client events
  • Receiving and following up calls from clients
  • Maintaining contact management systems and hard copy records
  • Monitoring partner email and responding as required
  • Monitoring and replenishing office supplies, maintaining an orderly, client-ready office environment
  • Additional administrative responsibilities and special projects as required


  • At least 3+ years of progressive administrative experience supporting a senior executive
  • Strong skills in MSOffice (Word, PowerPoint, Excel, Outlook)
  • Experience with Salesforce or a comparable CRM database
  • Polished, professional presentation and telephone manners and comfort in a client facing role
  • Demonstrated experience working in a confidential environment with good judgement and discretion
  • Experience from the finance/investment industry an asset

Number Of Positions 1

Pay Rate

Date Updated 11/28/2018

Status Filled