YMCA Job Board

Our client, a family-owned financial advisory firm, is currently seeking a Full-Time Executive Assistant to support the team at their busy office location in Owen Sound, ON. As the Executive Assistant, you will be the strategic right hand to the leadership team. Far more than a traditional administrative role, this is an opportunity to contribute to the enhancement of client experiences while playing an essential part in the success of the business. This full-time permanent position starts from $70,000 to $100,000 per year based on experience.

 

Why Should I Apply?

• Great Starting Salary – $70,000 to $100,000 Annual Based on Experience
• No Weekends Required – Straight Days Monday to Friday
• Great Small Team Atmosphere
• On-Site, Non-Remote Work Environment
• Pension, Benefits, & Other Perks Offered
• Excellent Long-Term Opportunity with Growing Organization

 

About The Role

The Executive Assistant role provides exceptional and comprehensive administrative support to Senior Management within a fast-paced financial services environment. This position plays a critical role in ensuring the smooth operation of daily activities related to retirement planning, insurance services, wealth management, and client relations. Superior communication, strong problem-solving, and excellent organizational skills will be the keys to success in this role. Required duties may include:

 

Executive Support

• Handling Incoming Communication on Behalf of Senior Management & Prioritizing Items Requiring Immediate Attention
• Managing Senior Leaders’ Calendars Including Scheduling Appointments, Coordinating Meetings & Arranging Conference Calls
• Preparing Meeting Materials, Agendas, Briefings & Follow-Up Action Summaries
• Coordinating Business Travel, Accommodations & Itineraries
• Maintaining Confidentiality & Handling Sensitive Information with Discretion

 

Client & Relationship Management

• Serving as Professional & Courteous Point of Contact for High-Value Clients, Vendors & External Partners
• Supporting Client Onboarding by Preparing Documentation, Gathering Information & Ensuring Compliance with Regulatory Standards
• Assisting with Preparing Client Communications, Packages & Reports

 

Operations & Administrative Coordination

• Organizing & Maintaining Filing Systems, Records, Insurance Policies, & Compliance Documents (Both Digitally & Physically)
• Supporting the Processing of Transactions, Policy Changes & Client Documentation in Collaboration with Internal Teams
• Tracking Deadlines, Renewals, Regulatory Requirements & Follow-Up Tasks to Ensure Timely Completion
• Coordinating Office Operations & Supporting Completion of Bi-Weekly Payroll Activities

 

Project & Business Development Support

• Assisting Senior Management with Special Projects, Strategic Initiatives & Operational Improvements
• Supporting Marketing & Business Development Activities Including Client Events, Communication Campaigns & Community Engagement
• Conducting Research & Compiling Data as Needed to Support Decision-Making
• Helping Maintain CRM Systems, Updating Records & Ensuring Data Accuracy
• Other Tasks as Assigned

 

Qualifications

• 3 to 5 Years Proven Experience Supporting Executives, preferably within Financial Services or Insurance Sector
• Mastery of Microsoft Office & Comfort Learning Financial Systems
• Strong Written & Verbal Communication Skills
• High Level of Discretion, Sound Judgment & Unwavering Professionalism
• Ability to Work Independently with Minimal Supervision as Part of a Collaborative Team
• Exceptional Organizational Skills with Ability to Manage Multiple Tasks/Competing Priorities
• Strong Problem-Solving Abilities & Proactive Mindset
• Experience Using Sage 50 Considered an Asset

 

This role would be ideal for someone with experience as an Executive Assistant, Senior Administrative Assistant, Client Relations Specialist, Client Support Specialist, Wealth Management Assistant, or Office Manager.

 

To apply, send your resume via this posting. While we thank you for your interest, only those selected for an interview will be contacted.

By Email: info@theagencyhelps.com

The Agency is a local employment services company that helps people find permanent and temporary labour opportunities throughout Grey & Bruce County. Our process involves working directly with you to gain a better understanding of your background and to develop an outline of the type of work you’re looking for. We then reach out to our network of local employers to try and find qualified opportunities that meet your needs. And the best part: there is no cost to use our services and we don’t take money off your pay. To find out how The Agency can help you, send your resume to info@theagencyhelps.com or call 519.376.4357 today!