Executive Coordinator

Full-time, Contract

$90-95k

30 minutes ago in Administrative and Office Support

Job Description:

Our client, a private wealth management firm requires an Executive Coordinator to join their team on a mat leave contract at their Oakville offices.

This highly collaborative role will be responsible for delivering exceptional support and coordination to one of the firm’s Partners and his team. Reporting to the VP of Family Capital Services, the Executive Assistant role encompasses multiple aspects of daily administration to support the smooth running of the office and the success of the team.

The position will coordinate the daily schedule for one of the Partners and select advisors for internal, external, and client meetings, and collaborate closely with the team to deliver exceptional support for our sales team.

This role is expected to learn the sales processes and training. This requires a strong attention to detail, ability to manage conflicting priorities with a sense of urgency, meticulous preparation of materials, and a commitment to excellence. This environment is dynamic and fast-paced and rewards anticipation, self-leadership, and mature, sound judgement.

Responsibilities:

  • Manage the schedules and agendas of one of the firm’s Partners and select Advisors, their meetings and calls and ensure that all commitments are met.
  • Schedule and setup meetings, remote video sessions, calls, and communicate the agenda clearly with all participants.
  • Keep team organized, help with their commitments so that nothing is missed. Evaluate commitments and follow-up of necessary tasks. Work closely with the wider team to ensure immaculate accuracy and timely delivery.
  • Ensure that their commitments, notes, and dictations are updated in Salesforce CRM.
  • Assist with various administrative duties in support of running the office and other duties as assigned including booking travel, handling calls, etc.

Qualifications:

  • 5+ years of experience working in a similar role with high-performing executives, preferably in financial services.
  • Demonstrable ability to drive multiple tasks and small projects to timely completion in a dynamic team environment, working with and through specialists. Strong abilities around scheduling, coordination and organizing.
  • Demonstrated expert-level communications skills, both written and verbal, ability to capture and present information clearly and concisely.
  • Ability to quickly learn, adapt, and bring into practice new knowledge and skills. Demonstrated problem-solving skills, and basic project management experience.
  • Demonstrated ability to build trusted professional relationships and coordinate across a team.
  • Working knowledge of Salesforce CRM, strong expertise with MS Office products.

 

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Lindsey; l.title@tdspersonnel.com

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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