Executive Assistant to CEO & Board of Directors

Executive Assistant to the CEO & Board of Directors
CPA Insurance Plans West (CPAIPW)

At CPA Insurance Plans West (CPAIPW), we believe CPAs do great things. They are leaders, business owners, community builders, parents, mentors, and trusted advisors. Our role is to help protect the health and wealth of the people behind the designation.

For more than 50 years, we have provided exclusive insurance and employee benefit programs to CPAs across Western Canada, delivering exceptional service and building the long-term relationships our members have come to expect.

This is an exciting time to join CPAIPW. As our organization continues to grow, we are looking for an experienced Executive Assistant to become a trusted partner to our CEO and a key support to our Board of Directors.

About the Role
The Executive Assistant serves as a strategic partner to the CEO, providing high-level administrative, operational, and governance support while helping ensure organizational priorities continue moving forward. This individual will act as a central point of coordination for the CEO, Board of Directors, leadership team, and key external stakeholders.

The successful candidate will be highly organized, proactive, resourceful, and comfortable taking ownership. They will anticipate needs, follow up on commitments, keep priorities on track, and help create the structure and accountability that allows the organization to operate effectively.

What Success Looks Like

The CEO and Board are consistently prepared, informed, and supported.

Governance processes, Board administration, and organizational priorities run smoothly and efficiently.

Board communications, requests, materials, and follow-up activities are coordinated professionally and proactively.

Organizational priorities stay on track through proactive follow-up, strong coordination, and consistent accountability.

Stakeholders experience responsive communication, exceptional organization, and dependable support.

Key Responsibilities
CEO Support

Manage the day-to-day operations of the CEO's office.

Coordinate calendars, meetings, travel, correspondence, reports, presentations, and strategic initiatives.

Board of Directors Support

Coordinate Board and committee administration.

Prepare Board packages, agendas, minutes, governance records, and action item tracking.

Support Board recruitment, onboarding, orientation, and AGM activities.

Leadership Team Support

Coordinate leadership meetings, agendas, minutes, and reporting activities.

Event Coordination

Coordinate conferences, webinars, sponsorship activities, and member engagement events.

Administrative & Operational Support

Support office operations, vendors, internal initiatives, and confidential organizational matters.

Qualifications & Experience

Minimum 5 years supporting senior executives, Boards of Directors, or leadership teams.

Demonstrated exposure to Board governance processes, Board materials, minutes, and committee meetings.

Strong understanding of governance practices, confidentiality, and deadlines.

Exceptional organizational, communication, and time management skills.

Strong proficiency with Microsoft Office Suite.

Experience with Board management software is considered an asset.

What Will Make You Successful

Comfortable holding leaders accountable and following up on commitments.

Takes ownership and proactively solves problems.

Anticipates needs rather than waiting for direction.

Enjoys helping others stay organized, prepared, and focused.

Dependable, adaptable, positive, and solutions-oriented.

Builds strong professional relationships with executives, Board members, and stakeholders.

Compensation & Work Environment

Competitive salary based on experience

Participation in the company-wide short-term incentive plan

Comprehensive benefits package

Four weeks of vacation annually

Paid time off (PTO) days

Full-time position, 37.5 hours per week

Opportunity to work closely with the CEO, Board of Directors, and senior leadership team

Stable, collaborative, and values-driven organization

Occasional paid travel, primarily to support Board meetings in Vancouver

CPA Insurance Plans West Core Values

Let’s Go – We are motivated to take action today.

Raise the…