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Executive Assistant

Executive Assistant

StaffixCalgary, Alberta, Canada
30+ days ago
Job description

Are you an organized and detailorientedindividual with a talent for providing exceptional support Ourclient a wellknown Wealth Management office is seeking a dynamicAdministrative Professional to join our growing team. This rolerequires a proactive selfstarter who excels in multitasking andprioritization. If you have a knack for building relationships anddelivering toptier support we encourage you to apply!

Executive Assistant Responsibilities :

CalendarManagement

Optimizeand manage complex calendars for senior wealth managementprofessionals.

  • Coordinate highlevel meetingswith multiple stakeholders for availability andefficiency.

DocumentPreparation

Prepareand format critical documents including :

Financial reports summarize client portfolioperformance.

  • Client communications withupdates insights and proposals.
  • Presentationsfor client meetings or internal discussions.

    • Office OperationsOversight

    Managedaily operations to ensure a smooth workflow.

  • Promote a professional environment that enhancesproductivity and client engagement.

    • ConfidentialInformation Handling

    Protect confidential client information in line withindustry regulations.

  • Implement secure datamanagement systems.

    • Client EventCoordination

    Plan andexecute client events seminars and conferences to strengthenrelationships.

  • Handle logistics invitationsand followup.

    • Financial Support

    Provide financial assistance by :

    Accurately tracking team expenses.

  • Processing invoices promptly.
  • Managing client billing clearly.

    • Client Relationship ManagementEnhancement

    Supportdata management for client relationship management (CRM)systems.

  • Analyze client data to enhancerelationships.

    • Reporting andAnalysis

    Generateinsightful client reports to guide decisionmaking andstrategy.

  • Analyze performance metrics foractionable insights for professionals and clients.

    • Key Skills andQualifications

  • Strongorganizational and time management skills.
  • Proficiency in document preparation tools (e.g. MicrosoftOffice Suite).
  • Understanding of financialreporting and wealth management principles.
  • Excellent written and verbal communicationskills.
  • Discretion in handling sensitiveinformation.
  • Expertise in event planning andcoordination.
  • Analytical skills for datainterpretation and report generation.

    • Conclusion

    This role is vital forsupporting senior wealth management professionals by ensuringefficient operations and enhancing client relations through carefulattention to detail and proactive management.