• Support a financial advisory practice serving high-net-worth individuals • Handle investment operations and client account maintenance • Provide executive-level administrative support for the CEO • Focus on obtaining and tracking client tax documents such as K-1s and 1099s • Support alternative investment maintenance and client onboarding processes • Manage CEO’s calendar and email inbox with precision • Prepare materials for client review meetings and investor calls • Maintain accurate records in Salesforce and Outlook

• Provide daily executive support to company leadership (primarily 3 co-founders) • Manage calendars, travel, inboxes, and meeting logistics • Coordinate internal and external communications (email, WhatsApp, Slack, etc.) • Organise team workflows, maintain SOPs, and support operations • Assist in onboarding new hires and keeping systems organised • Help plan and coordinate company events (virtual or in-person, approx. quarterly) • Join team meetings, capture notes, and ensure timely follow-up on action items

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.