Executive Assistant Investments

ABOUT THE JOB The Role. We are looking for an experienced organised and highly professional Receptionist/Executive Assistant to provide administrative and managing support to the Portfolio Manager and associate. The primary responsibilities include managing the day-to-day operations of the Portfolio Manager which includes scheduling all meetings and travel arrangements, internal and external correspondence, and other clerical and managing duties as required. This role is also responsible for recording, transcribing and writing professional-calibre meeting minutes,calendar management, collaborating with Branch owner/Portfolio Manager to develop agendas, meeting and venue logistics, preparing and distributing all meeting materials for regularly occurring meetings. You align with: You are an experienced executive assistant and have a background supporting multiple stakeholders. You are also a measured communicator with well-developed verbal and written communication skills who can build positive and productive relationships with a wide range of stakeholders from community representatives to senior-level executives. In addition, you operate with a high level of discretion and are a problem solver, can work independently and as part of a team. To be successful in this role , you are extremely organised and effectively manage multiple, competing priorities as well as time-sensitive requests for information from a variety of stakeholders. WHERE ARE YOU NOW Ideally, you have the following qualifications: 3 to 5 years of relevant experience. Knowledge of investments and regulatory environment Intermediate level Microsoft Office skills, especially Excel, Word and Power Point. Legal working status within Canada Job type: Permanent, full-time, on-site in Hamilton Ontario Hours: Monday-Friday, 8:30am-4:30pm Salary Range: $55,000 to $65,000, commensurate with experience, plus benefits. APPLICATION INSTRUCTIONS Please submit an up-to-date resume with cover letter here on application.

Provide administrative and managing support to the Portfolio Manager and associate, including scheduling, travel, and correspondence. Responsible for recording meeting minutes, developing agendas, and managing venue logistics for regularly occurring meetings.

Requires 3 to 5 years of relevant experience with knowledge of investments and the regulatory environment. Must possess intermediate Microsoft Office skills and legal working status within Canada.

• Benefits

• Résolution de problèmesSouhaitée
• Microsoft ExcelSouhaitée
• Microsoft WordSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Calendar Management
• Travel Arrangements
• Meeting Minutes
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• Stakeholder Management
• Written Communication
• Verbal Communication
• Problem Solving
• Administrative Support
• Investment Knowledge

• Administrative
• Finance & Accounting
• Management & Leadership

Expérience minimale

2+ ans

Postuler avant le

6 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte