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 98% 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!
The Executive Assistant, Private Wealth is responsible for providing best-in-class, professional administrative support to our Vice Chair, UHNW. This role supports a highly visible executive working closely with some of the wealthiest families across Canada. Acting as the right hand to the Vice Chair, this role is responsible for coordinating complex travel, events, meetings and high-touch client interactions.
This role is 5 days a week in the Calgary office.
Core Responsibilities:Executive Support
- Comprehensive inbox management and correspondence triage
- Complex calendar management
- Travel planning and coordination (hotels, flights, executive preferences, loyalty programs, etc)
- Expense reconciliation and reporting
- Excel-based tracking and reporting (budgets, expenses, etc)
- Supporting business social media accounts
- PowerPoint presentation and information package creation
Client Experience and Support
- Serve as first point of contact for clients, prospects, and stakeholders
- High-touch correspondence with ultra-high net worth clients and centers of influence
- Professional email and phone outreach
- Lead tracking and pipeline management in Salesforce
- Event coordination with Marketing team
- Meeting logistics and catering support
- Attendance at select client events as needed
- Front desk and general office support as needed
- A minimum of 5 years of related work experience preferably with exposure to the financial planning and investment services industries.
- Completion of a bachelors degree and financial industry related courses are an asset – CIM, CFP, LLQP, etc.
- Excellent organizational skills and excellent written and oral communication skills.
- Excellent proficiency in Microsoft Office (Outlook, Powerpoint, Word and Excel) and strong understanding of modern tools and technology.
- Project management and coordination experience.
- Experience in a high performing client service capacity.
- Must be legally eligible to work in Canada for any employer
This position comes with a base salary range of $80,000- $90,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
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. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
This role is a current vacancy within Nicola Wealth.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
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What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
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