Senior Administrative Assistant

Are you a strategic thinker with exceptional organizational skills and a passion for excellence? Precedence Private Wealth is looking for an Executive Assistant to the Portfolio Manager to help drive our strategic goals and support our Portfolio Manager in a fast-paced, dynamic environment.

About Us:

Precedence Private Wealth, alongside Precedence Capital & Harbourfront Wealth Management, is a full-service financial planning and tax advisory firm. We provide integrated, family office-style planning for clients across Canada.

What You’ll Do:

As the Senior Administrative Assistant, you’ll manage high-level administrative tasks, ensuring the Portfolio Managers time and priorities are optimized. Your role will be crucial in supporting key decision-making, managing communications, and coordinating meetings and events.

Key Responsibilities:

🔹 Coordinate the Portfolio Manager’s calendar, meetings, and appointments

🔹 Book complex travel arrangements

🔹 Act as the primary liaison between the Portfolio Manager and key stakeholders

🔹 Prepare high-quality presentations and reports

🔹 Manage emails and communications with precision

🔹 Assist with special projects and executive events

🔹 Handle confidential information with discretion

What We’re Looking For:

✔️ 5+ years in an executive assistant role (experience supporting C-suite executives is a plus)

✔️ Exceptional written and verbal communication skills

✔️ Strong proficiency in Microsoft Office Suite, Google Workspace, and productivity tools

✔️ Expert-level organizational and time-management skills

✔️ Ability to thrive in a fast-paced environment and adapt to shifting priorities

✔️ High level of professionalism and discretion

Why Join Us:

🔑 Competitive salary and benefits package

🚀 Career advancement opportunities

🌟 Exposure to high-level decision-making

🤝 A collaborative, forward-thinking company culture

How to Apply:

If you’re ready to take on this exciting and challenging role, we want to hear from you! Send your resume and a personalized cover letter to [email protected] by December 15th, 2024.