Outbound appointment - setting VA supporting a financial - services agency serving life insurance, annuity, and retirement clients. Scheduling annual reviews and consultations through scripted calls and client tracking.
About the role
- Senior Executive Assistant supporting EQ Bank, a Canadian challenger bank, with executive priorities, stakeholder management, communications, travel, and strategic initiatives. Mentoring Executive Assistants and improving Office of the Executive operations.
Responsibilities
- Serve as a trusted partner to one or more senior executives within the Office of the Executive
- Provide proactive support across executive priorities, stakeholder management, communications, planning, travel, meetings, and strategic initiatives
- Report to the Manager, Executive Office & Board Liaison
- Act as an extension of the executive and Executive Office, managing competing priorities, stakeholder relationships, and operational requirements
- Provide onboarding support, informal mentorship, guidance, and knowledge sharing to Executive Assistants
- Support team initiatives, process improvements, onboarding, training, and change management
- Manage complex executive calendars and resolve scheduling conflicts
- Draft executive correspondence, briefing notes, presentations, talking points, and communications
- Monitor and triage executive correspondence
- Track executive priorities, commitments, strategic initiatives, and follow-up actions
- Coordinate executive, leadership, stakeholder, and special-purpose meetings and events
- Prepare and maintain confidential reports, presentations, correspondence, briefing materials, records, and digital filing systems
- Coordinate domestic and international travel and reconcile executive expenses
- Champion Microsoft 365, automation, AI-enabled tools, and approved digital solutions
- Identify and implement process, workflow, template, and service-delivery improvements
- Assess, resolve, and escalate urgent, sensitive, high-risk, or governance-related matters
- Provide administrative and logistical support, research, analysis, and information gathering for executive decision-making
Requirements
- 5-8 years of progressive experience supporting senior executives, Executive Leadership Teams, or C-suite leaders within a complex corporate environment, preferably within financial services or another regulated industry
- Demonstrated experience supporting Executive Leadership Team members, C-suite executives, or equivalent senior leaders
- Strong judgment and ability to operate independently while keeping the executive and manager informed of changes, risks, and sensitive matters
- Excellent organizational, planning, prioritization, and follow-through skills
- Strong written, verbal, and interpersonal communication skills, including ability to draft polished executive-level correspondence
- High attention to detail, accuracy, and quality
- Ability to anticipate needs, assess urgency, and respond effectively to changing priorities
- Ability to build trusted relationships with senior leaders, colleagues, external stakeholders, and administrative professionals
- Advanced proficiency in Microsoft Outlook, Word, PowerPoint, Teams, and SharePoint
- Working proficiency in Excel and Concur
- Demonstrated interest in technology, automation, and approved AI-enabled tools
- Ability to manage highly sensitive and confidential information with discretion, integrity, and professionalism
- Strong business acumen and understanding of executive operations, organizational priorities, and corporate governance practices
- Ability to build credibility and influence with senior leaders and stakeholders
- Ability to work collaboratively within a team-based executive-support model, including providing and receiving coverage
- Commitment to inclusive, respectful, and professional interactions
- All candidates considered for hire must successfully complete a criminal background check and credit check
Benefits
- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up
- Generous vacation policy and personal days
- Virtual events to connect with colleagues
- Professional development and comprehensive Career Development program
- Fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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