WHO WE ARE
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.
OUR VALUES, OUR PASSION
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.
- Customer-Focused. Passionate Advocates
- Courage to Act. Do the Right Thing
- One Team. One Vision
- Think Long-Term. Ever-Evolving
- Be Exceptional. Inspire Greatness
POSITION SUMMARY
The role is responsible for a wide variety of administrative duties in support of the Executive Team of the Bank (direct reports of the CEO), as well as acting as a backup to the Executive Assistant to the CEO.
MAJOR ELEMENTS OF THE ROLE
The primary reporting and working relationships of this role is with 3-4 members of the executive team.
Prioritize and support day to day activities, meetings, guests, calendaring, emails, phone calls, commitments, appointments, to facilitate the most efficient use of time for executive members.
Assist with preparing travel schedules, booking travel arrangements and making reservations for senior management or executive staff.
Coordinate the logistical aspects of Executive Team programs, such as meetings, seminars, workshops, special projects and events.
Review all documents, reports and correspondence prepared for signature of the Executive for format, content, grammar and spelling, making edits as necessary.
Demonstrates solid judgment in acting as the gatekeeper of the designated Executive’s priorities and appointments.
Individual ad hoc projects for executive members.
Support the expense reporting and processing to ensure timely and accurate reimbursement.
Support the preparation presentations and draft reports, background documentation, and research.
Receive incoming mail; review, evaluate, and distribute correspondence requiring priority attention of members of the executive team.
Support the facilitation of communication from department and business unit leaders, and project managers.
Provide front desk coverage during reception or office team scheduling conflicts and absences to ensure seamless daily operations and consistent service for internal and external visitors.
SKILLS AND EXPERIENCE REQUIRED
Qualifications
Completed post-secondary education or equivalent
Previous experience in a senior administrative support role, supporting multiple executives
Attributes
Demonstrated knowledge and experience with latest office procedures and processes
Advanced verbal and written communication skills
Ability to maintain and build positive relationships with all organizational levels within HomeEquity Bank and external parties
Compose correspondence and prepare professional memos, letters, reports, spreadsheets and presentations
High level of confidentiality and discretion, especially when dealing with proprietary or sensitive information
Possesses sound judgment and demonstrates initiative, with the ability to work with minimal supervision/direction in managing own time and projects
A strong customer service focus, superior interpersonal and time management skills, the ability to effectively manage multiple tasks simultaneously
Able to work flexible or overtime hours and be on call to meet challenging and changing deadlines
Fully proficient with the use of current office technology - smartphones, tablets, laptops and other tools, as well as software applications (Microsoft Outlook, Teams, Word, PowerPoint, etc.)
Working Conditions Unique to Job
Standard office environment
Working a full-time schedule that requires being in-person in the office, 4 days per week
WHY WORK AT HOMEEQUITY BANK?
Great Environment
HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.
We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.
A Dynamic Culture – With People at the Centre
We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.
Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.
Celebrating Great Work and People
We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.
From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.
Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.
The Perks (for eligible employees)
HomeEquity Bank offers a competitive total rewards package that includes:
Extended health and dental benefits
Employee & Family Assistance Program
Employer-Matched Group Retirement Savings Plan
Employee Share Investment Plan
Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
Employee corporate discount for GoodLife Fitness
HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Please note that our successful candidate is required to complete a background check.
Stay in the Know
Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:
LinkedIn
Youtube
Facebook
Twitter
Instagram
Chip.ca
Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.
Top Skills
What We Do
HomeEquity Bank is a Schedule I Canadian bank and is the only provider exclusively focused on reverse mortgages for homeowners aged 55 and over. HomeEquity Bank is a privately held company and helps Canadians live retirement their way by providing a safe, secure, and easy way to access the equity they’ve built up in their homes through their financial solutions, the CHIP Reverse Mortgage® and Income Advantage®.
HomeEquity Bank has been the leader of reverse mortgages in Canada since its inception in 1986. HomeEquity Bank has an effective direct-to-consumer distribution model as well as a well-established network of referral partners. This extensive partner network includes all major Canadian banks, credit unions, mortgage brokers, and financial planning firms.
