03/29/2025
We're Hiring!
Job Title: Executive Assistant
Location: Invermere, BC (would consider virtual for the right candidate)
Position Type: Full-time (hybrid - remote and in office)
About the Role
We’re looking for a highly organized and proactive Executive Assistant to support a CPA/Financial Planner (CFP) who is building a holistic, high-touch service for a high-net-worth client base. This role goes far beyond calendar management; you’ll be a critical right-hand in delivering exceptional client experiences, coordinating complex tasks, and helping bring a vision of integrated business advisory and personal financial planning to life.
You’ll be joining a fast-paced, evolving environment where attention to detail, emotional intelligence, and discretion are essential. We’re looking for someone who loves bringing order to complexity, thrives in client-service environments, and takes pride in making things run smoothly behind the scenes.
Key Responsibilities
Executive Support
• Manage a busy and dynamic calendar, including scheduling internal and client meetings
• Draft and manage email communications, follow-ups, and reminders
• Track and coordinate ongoing projects and client deliverables, ensuring nothing slips through the cracks
• Prepare the executive for meetings with agendas, background materials, and briefing notes
Client Experience
• Serve as a key point of contact for clients, offering a warm, professional, and detail-oriented experience
• Coordinate onboarding for new clients, including forms, scheduling, and follow-up
• Track client touchpoints and ensure timely check-ins, renewals, and reviews
• Help implement systems and processes to elevate the client journey from initial engagement through ongoing support
Operations & Project Coordination
• Assist in developing and documenting internal workflows and procedures
• Track progress on strategic projects (e.g., launching new services, implementing new tech tools)
• Liaise with bookkeepers, investment advisors, insurance professionals, and other collaborators
• Maintain organized digital files and records across CRM, cloud storage, and planning software
Marketing & Communications (Light Involvement)
• Assist in scheduling content for newsletters, LinkedIn, or other client communications
• Support planning and coordination of client events, webinars, or special initiatives
What We’re Looking For
• 5+ years of experience as an executive assistant or in a similar role
• Excellent communication skills, both written and verbal
• Exceptionally organized and a love for structure and follow-through
• High level of professionalism and discretion when handling confidential information
• Tech-savvy and comfortable learning new tools (e.g., CRMs, project management software, financial planning platforms)
• Experience or interest in finance, professional services, or client-focused businesses is an asset
What Would Make You Thrive Here
• Enjoy working behind the scenes, and always thinking ten steps ahead
• Have a proactive mindset - you anticipate needs before they arise
• Take pride in doing things “the right way,” especially when clients are trusting you with big decisions
• Can juggle multiple priorities without sacrificing quality
Compensation & Perks
• Competitive Salary
• Flexible hours and remote-friendly
• Growth opportunities into operations, client experience, or project leadership
To Apply:
Send your resume, along with salary expectations and a short note about why this role is a fit for you to: [email protected]
