Financial Executive Assistant – 18993

We’re looking for a full in office Financial Executive Assistant in the financial advisory industry.

Our client is a financial advisory firm and family office that offers a comprehensive range of services to high-net-worth individuals and select third-party clients. Their expertise includes managing personal finances and complex investment portfolios, such as stock investments, commercial real estate, private equity, and personal properties like vacation homes.

Our client is seeking a Financial Executive Assistant with a strong financial background to join their growing team. This role is essential in supporting the senior leadership team as they serve clients and expand the business. The ideal candidate will be detail-oriented, highly organized, and experienced in financial administration, with a solid understanding of complex operations. This is an in-office role on the south/east side of Edmonton that supports the founder and clients.

Financial Executive Assistant responsibilities:

• Manage scheduling, calendar planning, and daily oversight for the company founder.
• Handle incoming emails, prioritize responses, and manage daily tasks.
• Communicate professionally and handle administrative tasks independently.
• Develop and maintain workflows for timely completion of financial reports.
• Track tasks and ensure deadlines are met.
• Oversee digital document management for client assets and important documentation.
• Organize limited business travel.
• Maintain and provide expense receipts to bookkeepers and accountants.
• Manage expense documentation for various tax purposes.
• Coordinate special shipments and manage season ticket usage.
• Maintain records for collections and handle miscellaneous requests as needed.

The successful candidate has:

• 3+ years of experience as an Executive Assistant with a financial background is required
• Bachelor’s degree required
• A polished and professional demeanor with strong business acumen is a must.
• Able to manage confidential information with a high level of discretion and be willing to sign a detailed confidentiality and non-disclosure agreement.
• Excellent written and verbal communication skills.
• Strong interpersonal and customer service abilities.
• Outstanding organizational skills with meticulous attention to detail.
• Adaptable and open to change.
• Proven time management skills with a track record of meeting deadlines.
• Proficient in Microsoft Office Suite and related software; experience with Asana is a plus.
• Knowledge of trusts, estates, and financial terminology is advantageous.
• Self-motivated with the ability to work in an office and take on additional tasks as needed.

Compensation and benefits:

• The discussed salary range is $75,000 – $90,000 depending on experience
• Candidates with additional experience and higher compensation expectations may also be considered
• Comprehensive benefits package
• 3 weeks holidays and other perks included

Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.