Executive Assistant to Managing Director, Insurance

About Nicola Wealth

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future.

If you have this same drive, then let’s talk!

This is a dynamic and multifaceted role providing high-level executive support to the Managing Director, Insurance.

This is an exciting opportunity to be part of a growing and collaborative team. The successful candidate will work closely with the Managing Director andtheir leadership team, engage with the Insurance group, collaborate with the Private Wealth leadership team, and build strong relationships with both internal and external stakeholders. This is a hybrid role located in our Vancouver office.

• Provide comprehensive executive assistance, including email and correspondence management, gatekeeping, complex calendar management, travel coordination, report preparation, drafting confidential communications, research, electronic filing, and general office administration.
• Proactively manage the Managing Director, Insurance's calendar, coordinating company commitments, external boards, and associations while anticipating scheduling needs and resolving conflicts before they arise.
• Coordinate internal meetings by setting up agendas, documenting key discussion points and action items, distributingnotespost-meeting, and organizing recurring sessions for seamless team collaboration.
• Act as the first point of contact for the Managing Director, Insurance, providing gatekeeping, problem-solving, and liaison support with company leadership and external business contacts.
• Develop and maintain a strong relationship with the Managing Director, Insurance to anticipate needs, provide proactive support, and manage internal and external communications.
• Utilize Excel to perform accounting-type calculations, maintain reports and project trackers, and ensure timely and accurate expense reconciliation and reporting.
• Coordinate projects and time-sensitive initiatives involving the Managing Director, Insurance while maintaining a strong understanding of business priorities, planning processes, project timelines, and clients.
• Create effective PowerPoint presentations and information packages for the Senior Leadership Team, Nicola Wealth Board, and other business meetings as required.

• A minimum of 5 years of related workexperiencepreferably with exposure to the financial planning and investment services industries.
• Completion of abachelorsdegreeand financial industry related coursesare anasset - CIM, CFP, LLQP, etc.
• Excellent organizational skillsand excellent written and oral communication skills.
• Excellentproficiencyin Microsoft Office (Outlook,Powerpoint, Word and Excel) and strong understanding of moderntools and technology.
• Demonstrate sound judgement, diplomacy, tact, business acumen, and the ability to anticipate and proactively handle day-to-day challenges.
• Build strong relationships…