Executive Assistant (Finance)

Aviso :

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community.

Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic oneaviso’ culture sets us apart.

If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca .

The Opportunity :

We’re looking for an Executive Assistant to join our Finance team.

Reporting to the SVP, Chief Financial and Chief Risk Officer, the Executive Assistant is responsible for all facets of executive administration, including email and calendar management, internal and external meeting and event coordination, travel planning, invoice and expense management, and document review and management.

Who you are :

Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first.

You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done , as well as recognizing and taking advantage of opportunities as they arise.

You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes

Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority.

You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like :

• Provide a full range of administrative assistance to the SVP, Chief Financial and Chief Risk Officer, including managing an active calendar;
• providing initial responses to issues or redirecting to others, liaising with offices of senior executives internally and externally;

scanning, filing, and reviewing correspondence

• Develop and maintain strong relationships with other executive assistants to ensure effective communication and optimum support to the executives
• Manage invoice and expense submissions
• Coordinate strategic planning using tools like Smartsheet to ensure a centralized hub for saving documents
• Organize monthly divisional meetings
• Coordinate cost-effective and sometimes complex domestic and international travel and accommodation arrangements and itineraries
• Track hours for projects and monthly reporting to submit to finance
• Bring an improvement mindset to workflow activities and offer suggestions for improvement to team members and senior leaders

Requirements

Your experience and skills :

• Post-secondary education in administration or business, or related work experience is preferred
• Minimum 5 years of executive administration experience supporting C-Suites is required
• Experience in wealth management or financial services is an asset
• Experience arranging complex travel and coordinating events is required
• Solid working knowledge of Adobe Acrobat and the Microsoft Office Suite, including Outlook, Excel, Word, PowerPoint is required, experience with Concur and Smartsheet is an asset
• Proven track record of commitment to service excellence with the ability to build and maintain strong working relationships is required
• Proactive, with the ability to anticipate needs and call out potential issues is required
• Ability to exercise discretion and handle highly sensitive and confidential information is required
• Strong prioritization skills and ability to work calmly and effectively in a fast-paced environment is required
• All-hands-on-deck attitude and flexibility to meet changing needs is required
• Ability to work well independently and as a member of a team is required
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart :

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview :

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees.

We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors.

We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.

Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.

Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly.

Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.

Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg.

Aviso is backed by the collective strength of our owners : the credit union Centrals, Co-operators / CUMIS, and Desjardins.

We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.

If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.