This is a remote position. About the Role We’re looking for an Executive Assistant who thrives in a fast-paced environment and knows how to stay five steps ahead. This is not a routine admin role — you’ll be a trusted partner to leadership, a master of organization, and the person who keeps everything running smoothly when things get busy (which is often). If you’re sharp, proactive, unflappable, and love making executives more effective, this role is for you. What You’ll Do - Own and manage complex calendars, meetings, and priorities - Anticipate needs before they’re asked for - Handle travel, logistics, and last-minute changes with ease - Prepare presentations, documents, and clear communication - Act as a gatekeeper and liaison with internal and external stakeholders - Keep leadership organized, focused, and on track - Handle confidential information with absolute discretion - Jump into special projects and solve problems fast Requirements - Proven experience as an Executive Assistant or senior administrative professional - Exceptional organization and time-management skills - Strong communication — clear, confident, and professional - Calm under pressure and adaptable to change - High attention to detail with a big-picture mindset - Tech-savvy and comfortable with modern tools - Proactive, resourceful, and not afraid to take ownership Why You’ll Love It Here - Work closely with leadership and have real impact - Fast-moving, high-performance environment - Competitive compensation - Respect, trust, and autonomy in your role - Opportunity to grow alongside the business

• Manage the CEO’s calendar, including meetings, appointments, and travel arrangements. • Plan and coordinate annual one-on-one calls, maintain detailed records, and share actionable follow-ups. • Prepare meeting materials, reports, presentations, and professional correspondence. • Screen and direct calls and inquiries with professionalism and discretion. • Handle travel logistics (flights, accommodations, ground transportation). • Manage expense reports and reimbursement processes. • Support Account Managers by identifying appointments, anniversaries, and key client details to strengthen relationships. • Organize visits to prospective clients in Vancouver and nearby cities. • Support the CEO in generating referrals within professional networking groups. • Grow the CEO’s LinkedIn network by sending daily connection invitations within platform limits. • Maintain confidential files, records, and sensitive information. • Prepare agendas, minutes, and follow-up items for meetings. • Manage virtual office tools and supplies as needed. • Complete forms, applications, and administrative requests accurately and on time. • Assist with special projects, including research, data analysis, and report preparation. • Research new products, services, and regional events (British Columbia and Washington). • Support event planning and logistics. • Build and maintain strong relationships with internal and external stakeholders. • Represent the CEO with integrity, diplomacy, and professionalism across all communication channels. • Oversee birthday and anniversary communications and ensure timely follow-ups. • Manage professional networking correspondence, including scheduling one-on-one meetings. • Coordinate with the marketing team on value-driven initiatives for networking group members. • Support personalized LinkedIn outreach and messaging templates in collaboration with marketing.

• Support the design and development of scalable enterprise solutions addressing complex healthcare payer challenges • Bridge business requirements and technical implementation by translating operational needs into platform features and solution capabilities • Support rapid prototyping and development of new capabilities leveraging data analytics, AI, and automation technologies • Work with engineering and product teams to enhance enterprise platforms, ensuring scalability, interoperability, and performance • Develop solution blueprints, architecture frameworks, and implementation approaches for enterprise solutions • Support the implementation of enterprise solutions across new and existing client engagements • Define operational workflows that integrate technology platforms with business processes to deliver measurable outcomes • Coordinate with technology and delivery teams to ensure seamless integration of enterprise systems and solutions • Identify opportunities to improve platform capabilities, solution performance, and implementation efficiency • Support client-facing solution discussions by providing technical and functional insights into solution capabilities and implementation models • Participate in client presentations, workshops, and demonstrations to showcase solution capabilities • Work with leadership teams to support strategic pursuits and solution proposals • Capture client feedback and translate insights into solution enhancements and innovation opportunities • Monitor solution adoption, performance metrics, and implementation outcomes • Support the development of dashboards and reports tracking solution progress and impact • Ensure adherence to solution delivery timelines, quality standards, and governance frameworks

• Executive support to the Principal Adviser • Strategic diary management: booking, prioritising and protecting time for client meetings, preparation, follow-up, networking, coaching and internal planning. • Inbox triage and email management: Routing emails to processing, operations and wealth teams. Flagging items requiring the adviser’s personal attention. • Meeting preparation and follow-up: Assembling fact-finds, previous advice documents, financial plans, product overviews and provider reports. • Preparing agendas and checklists. • Acting as first point of contact for many day-to-day client queries (non-advice), providing updates, managing expectations and arranging next steps. • Managing the end-to-end client journey across: Mortgages, Protection, General insurance, Estate planning workflows, Investment and financial planning reviews. • Maintaining and improving operational dashboards, KPIs and reporting. • Supporting newsletters and client campaigns. • Assisting with preparation of files for network sign-off.