Executive Assistant

Purpose Unlimitedis an independent financial services company with an unrelenting focus on customer-centric innovation delivered through technology-driven solutions. Led by entrepreneur Som Seif the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose and DescriptionThe candidate will provide high-level executive and operational support to C-level executives. This support includes but is not limited to day-to-day administrative functions assisting with client engagement and communications and acting as a critical link between the teams. The ideal candidate is mature organized detail-oriented proactive tech-savvy skilled in customer communication and sales enablement tools and highly effective at managing multiple : General Executive SupportManage and maintain assigned executives calendars including meetings appointments and reminders for key and edit correspondence reports and and organize executive and team meetings and events in collaboration with relevant executives are fully prepared for meetings and events by assembling materials and necessary a strong understanding of each executives business areas and proactively support related team travel including booking flights hotels and and organize files documents reports and ad-hoc issues solve problems and act on behalf of the executives when meeting agendas take meeting notes and track action items to ensure accountability and organized documentation contracts and sales/marketing sensitive and confidential information with absolute Relations & CRMServe as a point of contact for internal and external clients providing timely and professional general client inquiries or route them to the appropriate in strengthening customer relationships through follow-ups surveys and engagement strong knowledge of CRM systems and procedures to ensure accurate data entry tracking and logistics for client and industry events as CollaborationWork collaboratively with other Executive Assistants to facilitate smooth workflows and operational in regular team check-ins to align on priorities and share cross-coverage and backup support during absences or peak : 23 years of experience in executive with CRM systems such as Salesforce or to use sales applications dashboards and reporting organizational skills and superb communication customer service and relationship-building to multitask work independently and support cross-functional in Microsoft Office Suite and other relevant productivity should you join usWe are one of Canadas Top Small & Medium Employers 2023 & believe in innovation and a vibrant culture- work for an innovative people-first financial services firm that values believe in a flexible work structure A flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards- Competitive compensation including equity care about your health comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness care about your quality of life- flexible paid time-off policy with unlimited vacation days and flexible sick and mental health care about your family- Paid parental leave for eligible employees with a care about your futureGenerous Group RRSP matching and an optional TFSA care about your development We offer training opportunities and tuition support Unlimitedis an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process please contact any member of the People & Culture team at We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and collaboration.