Executive/Personal Administrator

Full-time, Permanent


2 weeks ago in Administrative and Office Support

Job Description:

Our client, a boutique private wealth firm requires an EA/PA to join their team to support the founder.


  • Provide proactive Executive level support to business leader including liaising with key external contacts, scheduling and general correspondence to ensure all needs of the President / CEO are met
  • Prioritize and organize work to facilitate the smooth running of the business
  • Manage and monitor the calendar of appointments, upcoming events and facilitate prioritized response to matters requiring immediate attention. Coordinate agendas, and dispatch meeting invitations and agendas, and arrange for IT resources and other requirements in support of smooth and efficient meeting facilitation
  • Record meeting notes and update new and existing client information into the CRM system.
  • Develop and maintain an efficient recordkeeping / filing system to ensure reports, correspondence and financial documentation are maintained and readily available (all electronic)
  • Maintain general upkeep of the office environment and procure office materials as necessary, including IT support for any technical office issues.
  • Develop communications and correspondence as required (including social media posts across several channels)
  • Participate in planning, organizing and implementation of client events as necessary.
  • Meeting support (e.g., minute taking, summarizing action items and next steps) as required
  • Manage expenses for President / CEO for business and personal related activities
  • Manage all couriers and mail in and out of the offices (e.g., client mailings, gifts, personal documents)
  • Research client prospects and profile necessary information for all meeting preparation
  • Act as an ambassador of the firm and assist client with requests as necessary (e.g., sports tickets, concert events)
  • Provide personal assistant support to President / CEO and their family in respect to coordinating trades and scheduling home service providers, maintaining service agreements, insurance policies, personal tax payments, personal travel, family events, medical and personal appointments as requested


  • The ability to identify and respond to appropriate requests independently and confidentially
  • Exercise diplomacy and be a professional representative of the team
  • Understand the importance of confidentiality across all matters regarding the firm and executives
  • Ability to multitask and be able to prioritize tasks
  • Demonstrate a desire to learn and take on new challenges
  • Strong written and verbal communication skills
  • Completion of a University or College degree/ diploma


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: Beth; b.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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