Nicola Wealth Looking for Executive Assistant at Vancouver, British Columbia, Canada Full Time

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Position Summary

We are looking for a highly organized and detail-oriented Executive Assistant to provide first-class support to our Executive Team. The ideal candidate will be a proactive and efficient professional with exceptional communication and multitasking skills. This role requires a high level of discretion, as the Executive Assistant will be privy to sensitive and confidential information.

In this diverse role, you will work in collaboration with our Executive Office to support the Chief Strategy Officer, Chief Operational Officer, VP Operations, and other team members, learning the needs of various stakeholders while providing a high level of administrative and operational assistance.

The location of this role will be a hybrid work schedule based in our Vancouver office.

Key Accountabilities

• Providing high-level administrative support to various members of our Executive and Operations teams, dealing with matters requiring high confidentiality.
• Proactively managing multiple calendars, scheduling and coordinating meetings, anticipating scheduling conflicts and proactively resolving them to ensure optimal time management.
• Preparing meeting agendas, attending meetings and capturing accurate meeting minutes/action items.
• Tracking, reading, and analyzing incoming email and correspondence. Preparing correspondence that is sometimes complex and/or confidential.
• Coordinating travel arrangements including flights, accommodation, and transportation.
• Acting as a first point of contact, gatekeeping and problem-solving as appropriate, liaising with company leadership and business contacts directing inquiries to the right people.
• Accurate and timely reconciliation of expense reports.
• Assisting with a broad variety of administrative tasks including preparing documents, reports, presentations, and other meeting materials.
• Assisting with research and other ad hoc projects as required.
• Providing backup support and vacation coverage to other Executive Assistants.

Experience And Qualifications

• At least 5 years of related work experience.
• Exposure to the financial planning and investment services industries is preferred.
• Completion of a bachelor’s degree is an asset.
• Project management skills, along with proficiency in Microsoft Office (Outlook, Teams, PowerPoint, Word, and Excel) and strong understanding of modern technology.
• A high degree of professionalism, confidentiality, discretion, and diplomacy.
• Excellent interpersonal, communication (both written and verbal), and relationship management skills.
• Excellent organizational skills, with the ability to manage competing priorities and work under a high degree of independence with minimal supervision.
• Strong critical thinking, judgement, and analytical ability.
• You are legally eligible to work in Canada for any employer.

Compensation And Benefits Package

At Nicola Wealth, our people grow our business, delight our clients and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure.

This position comes with a competitive base salary hiring range of $62,500-$86,000; dependent on experience, skills, qualifications and internal equity.

As part of our total rewards package, we also offer:

• Performance-based bonus.
• Quarterly profit-sharing based on business performance because we believe the more we have, the more we can share.
• You can become an owner through our corporate employee share purchase program.
• Employer RRSP contribution with no matching required.
• Paid time off for vacation, studying, and volunteerism, along with flexible personal leave days because balance is important.
• Extended health, dental and mental health coverage; Personal Wellness account.
• Flexible work arrangements.
• Professional development programs, coaching and support including internal mobility across teams and geographies.
• An award winning, inclusive, and supportive culture.

Application closing date is February 2nd.

Please include both cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers