Executive Assistant, Toronto
Executive Assistant, Toronto
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Toronto C6A, Canada
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Last edited: less than a week ago
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Description
Are you an experienced Executive Assistant who thrives in a fast-paced, high-performance environment?
Do you enjoy being the central point of coordination across executives, clients, and operations?
Are you looking for an opportunity to work closely with senior leadership within a sophisticated and professional organization?
The Company Our client is a highly respected private investment and wealth advisory organization providing tailored financial oversight and investment management services across Canada.
Led by an experienced executive team with deep expertise in wealth management and strong relationships within the Canadian financial landscape, the firm is known for its high-touch service model, discretion, and commitment to excellence. This opportunity offers exposure to a dynamic leadership environment where professionalism, precision, and relationship management are highly valued.
Company Perks and Rewards
Competitive compensation package
Generous group benefits package and Employee Share Ownership Plan
Collaborative and professional work environment
Exposure to senior leadership and high-profile clientele
Opportunity for long-term career growth within a highly respected organization
The Job! As the Executive Assistant, you will play a pivotal role in supporting the Executive and Management Teams while ensuring the seamless coordination of day-to-day administrative, operational, and client-related activities. This role is ideal for someone who is highly organized, proactive, and thrives in an environment where discretion and follow-through are essential.
You will
Manage complex calendars for senior executives, including scheduling client meetings and coordinating priorities.
Act as a gatekeeper for executive communications by triaging inboxes, drafting responses, and ensuring timely follow-up on high-priority matters.
Track action items arising from meetings and discussions, ensuring deadlines and deliverables are completed efficiently.
Attend meetings as required to capture notes, action items, and follow-up tasks.
Support prospecting and business development activities by maintaining CRM records and updating prospect tracking reports.
Assist with client onboarding and maintain accurate client information within CRM and SharePoint systems.
Oversee day-to-day office operations, including meeting coordination, catering, office supplies, couriers, and facilities management.
Liaise with vendors, building management, and service providers to support smooth office operations.
Support professional accreditation renewals and assist with administrative processes across the organization.
Maintain confidentiality and professionalism while interacting with executives, clients, and stakeholders.
What You Bring to the Job You are a polished, detail-oriented, and highly proactive professional who excels at managing multiple priorities while maintaining exceptional organizational standards.
3–5 years of experience supporting senior executives within a professional services, financial services, or corporate environment
Strong experience managing calendars, executive communications, and administrative operations
Advanced proficiency in Microsoft Office, including Outlook, Excel, and Word
Experience using CRM systems, SharePoint, and scheduling tools
Possess exceptional organizational and time-management skills, with strong attention to detail
Demonstrate excellent written and verbal communication skills
Highly skilled at managing confidential information with professionalism and discretion
Proactive, solutions-oriented, and capable of working independently in a fast-paced environment
Previous experience supporting executives within wealth management, financial services, or family office environments is considered a strong asset
Qualified job seekers are asked to apply with attention to Ashley Richardson. Reference #13907.
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in‑person interview will be asked whether specific accommodations are needed to support a personal disability.
Expected Compensation: $70-75K
Existing Position Vacancy: Yes
#J-18808-Ljbffr
Do you enjoy being the central point of coordination across executives, clients, and operations?
Are you looking for an opportunity to work closely with senior leadership within a sophisticated and professional organization?
The Company Our client is a highly respected private investment and wealth advisory organization providing tailored financial oversight and investment management services across Canada.
Led by an experienced executive team with deep expertise in wealth management and strong relationships within the Canadian financial landscape, the firm is known for its high-touch service model, discretion, and commitment to excellence. This opportunity offers exposure to a dynamic leadership environment where professionalism, precision, and relationship management are highly valued.
Company Perks and Rewards
Competitive compensation package
Generous group benefits package and Employee Share Ownership Plan
Collaborative and professional work environment
Exposure to senior leadership and high-profile clientele
Opportunity for long-term career growth within a highly respected organization
The Job! As the Executive Assistant, you will play a pivotal role in supporting the Executive and Management Teams while ensuring the seamless coordination of day-to-day administrative, operational, and client-related activities. This role is ideal for someone who is highly organized, proactive, and thrives in an environment where discretion and follow-through are essential.
You will
Manage complex calendars for senior executives, including scheduling client meetings and coordinating priorities.
Act as a gatekeeper for executive communications by triaging inboxes, drafting responses, and ensuring timely follow-up on high-priority matters.
Track action items arising from meetings and discussions, ensuring deadlines and deliverables are completed efficiently.
Attend meetings as required to capture notes, action items, and follow-up tasks.
Support prospecting and business development activities by maintaining CRM records and updating prospect tracking reports.
Assist with client onboarding and maintain accurate client information within CRM and SharePoint systems.
Oversee day-to-day office operations, including meeting coordination, catering, office supplies, couriers, and facilities management.
Liaise with vendors, building management, and service providers to support smooth office operations.
Support professional accreditation renewals and assist with administrative processes across the organization.
Maintain confidentiality and professionalism while interacting with executives, clients, and stakeholders.
What You Bring to the Job You are a polished, detail-oriented, and highly proactive professional who excels at managing multiple priorities while maintaining exceptional organizational standards.
3–5 years of experience supporting senior executives within a professional services, financial services, or corporate environment
Strong experience managing calendars, executive communications, and administrative operations
Advanced proficiency in Microsoft Office, including Outlook, Excel, and Word
Experience using CRM systems, SharePoint, and scheduling tools
Possess exceptional organizational and time-management skills, with strong attention to detail
Demonstrate excellent written and verbal communication skills
Highly skilled at managing confidential information with professionalism and discretion
Proactive, solutions-oriented, and capable of working independently in a fast-paced environment
Previous experience supporting executives within wealth management, financial services, or family office environments is considered a strong asset
Qualified job seekers are asked to apply with attention to Ashley Richardson. Reference #13907.
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in‑person interview will be asked whether specific accommodations are needed to support a personal disability.
Expected Compensation: $70-75K
Existing Position Vacancy: Yes
#J-18808-Ljbffr
Highlights
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Company nameOptions Consulting Solutions
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Job positionExecutive Assistant
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Executive Assistant has been posted in the Barrie Administrative & Support category on Locanto.
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