• Finance Administration (25% Focus): Draft accurate Cost Estimates (CEs), manage client invoices, and oversee finance-related documentation using Xero. • Supplier & Logistics Management: Source specialist suppliers for PR campaigns, negotiate competitive rates, and coordinate the end-to-end requirements for PR gifting and influencer kits. • Operational Workflow: Maintain the agency’s pulse by managing central boards on Monday.com, ensuring all deadlines are visible and met. • Executive Correspondence: Act as a gatekeeper for the agency inbox, managing professional email correspondence, follow-ups, and stakeholder communication with impeccable etiquette. • Creative Support: Contribute to campaign ideation, specifically regarding PR/influencer kit concepts and sourcing unique items that elevate the agency’s brand presence.

• Lead and manage the operational infrastructure supporting acquisitions, asset management, and investor reporting • Standardize workflows, reporting processes, and quality assurance systems across all investment activities • Run recurring operational cadences including scorecards, Level 10 meetings, and reporting cycles • Develop and maintain scalable SOPs, process documentation, and audit-ready systems • Build accountability systems with clear ownership, review, and approval workflows • Oversee acquisitions workflows from screening through closing • Manage investment committee pre-read processes and due diligence coordination • Maintain acquisition pipeline reporting and process discipline • Coordinate closing timelines, lender deliverables, legal workflows, and handoffs into asset management • Ensure all investments follow consistent underwriting and reporting standards • Oversee recurring asset management reporting and operational cadence • Track portfolio performance against underwriting and business plans • Coordinate lender reporting, covenant tracking, refinancing support, and capital events • Partner closely with property management and construction leadership on operational execution • Coordinate quarterly investor reporting processes and operational deliverables • Oversee capital call coordination, distributions, fund administration workflows, and K-1 timelines • Maintain investor data rooms and reporting infrastructure • Support audit preparation and ongoing fund administration processes • Ensure investor and lender reporting is accurate, timely, and institutional-grade • Work closely with executive leadership, operations teams, lenders, attorneys, and third-party partners • Drive accountability across internal and external stakeholders • Coordinate multi-department initiatives tied to renovations, lease-ups, capex execution, and operational business plans • Create a seamless end-to-end investment operations system • Institutionalize investor reporting and lender compliance processes • Improve operational efficiency and reduce executive involvement in recurring workflows • Ensure all recurring deliverables are documented, owned, and consistently executed • Strengthen data consistency and reporting accuracy across internal systems

• Connect confidentially with RBC’s Regional Vice Presidents of Financial Planning (Quebec) to explore leadership opportunities as Manager, Financial Planning, Relationship Manager, Financial Planning, Investments & Retirement.

• Support the launch motion for our wider CFO stack offering • Contribute to a repeatable back-book motion • Contribute to a smooth onboarding process • Enable front-book bundles • Prepare the path to standalone Global Accounts selling • Translate market learning into action • Build and own the Global Accounts sales playbook • Drive commercial rigor • Protect merchant trust and CS ownership • Identify wider opportunities