Senior Administrative Assistant

Posted Yesterday
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Toronto, ON, CAN
In-Office
75K-85K Annually
Senior level
Financial Services
The Role
Provides executive-level administrative support to two senior leaders by managing complex calendars, travel, expenses, meetings, presentations, communications, events, reminders, and confidential information. The role coordinates stakeholders, supports leadership initiatives and social media activities, maintains organizational processes, and proactively improves efficiency. Requires strong communication, organization, discretion, relationship-building, prioritization, and proficiency with Microsoft Office, Teams, SharePoint, and AI tools.
Summary Generated by Built In
Who We Are:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
 

Position Overview
We are seeking a highly organized, proactive, and adaptable Senior Administrative Assistant to provide executive-level support to two senior leaders. This is an exciting opportunity for someone who thrives in a fast-paced environment, enjoys building relationships, and takes pride in anticipating needs before they arise.

If you're a self-starter who enjoys coordinating multiple priorities, managing executive calendars, and supporting strategic initiatives, we'd love to hear from you.
This is an existing vacancy

Duties and Responsibilities
• Managing complex calendars and scheduling meetings across multiple stakeholders
• Coordinating travel arrangements, including flights, accommodations, and itineraries
• Preparing and submitting expense reports
• Booking meeting rooms and coordinating logistics for leadership meetings, branch manager calls, and roundtables
• Assisting with presentation development, follow-up materials, and communications
• Coordinating roadshows, community events, and other leadership initiatives
• Supporting social media activities, including LinkedIn postings, in partnership with Marketing
• Creating and maintaining reminders, schedules, and organizational processes
• Building strong relationships with internal and external stakeholders
• Managing confidential information with professionalism and discretion
• Identifying opportunities to improve efficiency and proactively solving problems before they arise

Qualifications
• 3+ years of administrative support experience working with senior leaders, executives, or department heads
• Exceptional verbal and written communication skills
• Strong organizational skills and attention to detail
• Ability to adapt quickly in a dynamic environment
• Demonstrated initiative and the ability to work independently
• Strong relationship-building and stakeholder management skills
• Proven ability to prioritize competing demands and manage multiple tasks simultaneously
• Advanced proficiency with Microsoft Office Suite
• Strong PowerPoint and Excel skills
• Experience using Microsoft Teams and SharePoint
• Familiarity with AI tools such as Microsoft Copilot
• Comfort learning new technologies and systems quickly
The expected annualized base salary range for this role is $75,000-$85,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

Skills Required

  • 3+ years of administrative support experience working with senior leaders, executives, or department heads
  • Exceptional verbal and written communication skills
  • Strong organizational skills and attention to detail
  • Ability to adapt quickly in a dynamic environment
  • Demonstrated initiative and ability to work independently
  • Strong relationship-building and stakeholder management skills
  • Ability to prioritize competing demands and manage multiple tasks simultaneously
  • Advanced proficiency with Microsoft Office Suite
  • Strong PowerPoint and Excel skills
  • Experience using Microsoft Teams and SharePoint
  • Familiarity with AI tools such as Microsoft Copilot
  • Comfort learning new technologies and systems quickly
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The Company
HQ: Toronto
871 Employees
Year Founded: 1857

What We Do

Richardson Wealth is a Canadian independent wealth-management firm serving high-net-worth individuals and families through advisory teams across the country. It provides personalized financial planning and investment management, along with estate and legacy planning, retirement strategies, tax planning, insurance solutions, portfolio management and wealth-transfer guidance. The firm emphasizes boutique, client-focused advice, helping clients grow, protect and transition their wealth over time.

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