Executive Personal Assistant

Tailor Your Resume for this Job

Our Corporate Advisory, Financial and Valuation Services team is currently seeking an Executive Personal Assistant to join the team. This is an incredible opportunity for the right candidate. We are looking for an exceptional team player with an incomparable work ethic who understands what it takes to consistently go the extra mile. If you are up for this challenge, then we want to hear from you!

Responsibilities and Duties:

• Organize meetings involving multiple senior executives from both the firm and various other companies
• Manage partner calendar to accurately assess availability, including adding events, rescheduling meetings and providing daily briefings
• Manage travel arrangements, transportation and accommodation
• Accurately record minutes from meetings or calls
• Set up, review, and revise Financial Statements (FS) in Jazz-it and CaseView to meet appropriate deadlines
• Maintain and update monthly stats and other tracking systems for assemblies and administrative processes
• Prepare invoices, manage accounts receivable, follow up and flag outstanding A/R’s
• Prepare and/or edit internal and external letters, faxes, memos and mass emails, and reports for meetings
• Act as the point of contact among management, employees, clients and other external partners
• Respond to client requests and inquiries
• Able to drive the partner to various locations (client visits, airport, etc.) when needed
• Handle errands as needed
• Accurately compile, review and submit expense reports for the partner
• Maintain and update client files
• Keep important information and documents organized physically and electronically
• Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with the business
• Data entry and daily time entry
• Other duties as assigned by the partner

Education and Professional Skills/Knowledge:

• Minimum 1-3 years experience in a professional administrative capacity
• Ability to exercise good judgement, show initiative and be proactive
• High standards of ethic and confidentiality to handle sensitive information
• Proficiency in Microsoft Office and other office productivity tools, with aptitude to learn new software and systems
• Ability to conduct research and create reports or presentations
• Sound knowledge and understanding of bookkeeping functions would be an asset
• High attention to details in all areas of work
• Excellent problem-solving skills and an ability to work in a team environment
• Exceptional organizational, time management and prioritizing skills
• Proven ability to effectively prioritize workflow
• Must have good driving record
• Must be able to meet deadlines in a fast-paced environment

Note: This posting is for an existing vacancy
Artificial intelligence is not used to screen, assess or select applicants

We are an equal opportunity employer and welcomes applications from all interested parties. We are pleased to accommodate individual needs of job applicants throughout the recruitment and selection process in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act, 2005 (AODA). Accommodations are available on request for candidates taking part in all aspects of the selection process.

Benefits:

• Company events
• Dental care
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care

Application question(s):

• What is your salary expectation?

Experience:

• relevant : 1 year (preferred)

Work Location: Hybrid remote in Markham, ON