Executive Assistant to the CEO

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 Executive Assistant is responsible for a wide variety of administrative duties to support CEO and Leadership Team in an efficient and highly professional manner. The accountabilities of this role include typical Executive Administration duties such as managing schedules and files, arranging travel plans, minute-taking during confidential meetings, and scheduling appointments as well as numerous projects and accountabilities for Management and the Board of Directors. The Executive Assistant is also responsible for drafting sensitive correspondence sent by the Executive team.

MAJOR ELEMENTS OF THE ROLE:

• The primary reporting and working relationship of this role is with the CEO. The role will support Leadership Team Executives who directly report to the CEO.

• Prioritize and manage day-to-day activities, meetings, guests, calendaring, emails, phone calls, commitments, appointments, to facilitate the most efficient use of time for the designated executives

• Prepare travel schedules, book travel arrangements and make reservations for senior management or executive staff

• Ensure seamless travel experiences by managing changes, emergencies and disruptions proactively

• Coordinate the logistical aspects of Executive Team programs, such as meetings, seminars, workshops, special projects and events

• Handle sensitive information with utmost confidentiality and professionalism.

• Demonstrate solid judgment in acting as the gatekeeper of the designated executives’ priorities and appointments

• Act as the primary point of contact between the CEO and internal/external stakeholders.

• Screen and prioritize inquiries and requests, ensuring timely and appropriate responses.

• Plan and organize critical and time-sensitive events such as Annual General Meeting, Annual Report, Board Reports and Documents, Shareholder information

• Process expense reports to ensure timely and accurate reimbursement

• Receive incoming mail; review, evaluate, and distribute correspondence requiring priority attention of members of the Senior Leadership Team

• Collaborate with other administrative staff to ensure smooth day-to-day operations.

• Support organizing special organizational events or sessions as needed.

SKILLS AND EXPERIENCE REQUIRED:

• A minimum education level of a College Diploma in Office Administration or comparable equivalent experience

• 3-5 years of experience supporting C-suite executives

• Proven ability to manage complex calendars and logistics

• Team player who can work effectively with other stakeholders internally and externally

• Possesses sound judgment, integrity and the ability to work with minimal direction managing own time and projects; demonstrate initiative and requires minimal supervision. 

• Possess professional demeanor and positive attitude while interacting internally and externally

• High level of confidentiality and discretion, especially when dealing with proprietary or sensitive information

• Demonstrated knowledge and experience with latest office procedures and processes

• Exceptional organizational and time management skills.

• Ability to work under pressure and adapt to changing priorities

• Attention to detail and accuracy

• 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, 3- 4 days per week Monday - Thursday       

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:

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Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.