We are looking for a dedicated Administrative Assistant to support our Financial Planners in Mississauga, Ontario. This role involves handling a variety of administrative tasks to ensure smooth operations and exceptional client service, with a focus on organization and attention to detail. The ideal candidate will have a basic understanding of financial principles and tax strategies and will thrive in a fast-paced, team-oriented environment.<br><br>Responsibilities:<br>• Provide comprehensive administrative support to Financial Planners, ensuring all tasks are completed efficiently.<br>• Prepare and organize client materials, reports, and documents for meetings.<br>• Maintain and update client records accurately within internal systems.<br>• Assist with data entry and perform financial analysis to support client reviews.<br>• Coordinate and schedule client meetings, ensuring seamless communication and organization.<br>• Respond to client inquiries professionally, following up on action items as needed.<br>• Support the implementation of financial planning and tax strategies under the guidance of Financial Planners.<br>• Perform general office administrative duties to ensure daily operations run smoothly.<br>• Utilize Microsoft Office Suite and other systems to complete tasks effectively.
<p>We are looking for a highly organized and detail-oriented Administrative Assistant to join our clients team in Toronto, Ontario. In this role, you will provide essential support to ensure the smooth operation of their office, handling a variety of administrative tasks and contributing to the overall efficiency of our operations. Your professionalism, discretion, and proactive approach will be key to your success as you collaborate with team members and manage daily responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to the Executive Assistant and team, ensuring daily operations run smoothly.</p><p>• Organize and maintain the document management system, including scanning, uploading, and creating folders.</p><p>• Oversee office inventory by managing supplies, snacks, and beverages to meet the needs of staff.</p><p>• Handle courier shipments, as well as incoming and outgoing mail, with precision and timeliness.</p><p>• Coordinate catering services and prepare boardrooms for meetings, lunches, and events.</p><p>• Disseminate internal notices and updates about events to keep staff informed.</p><p>• Assist with calendar management, including scheduling business and personal appointments in the absence of the Executive Assistant.</p><p>• Conduct research projects related to office operations or vendor improvements as needed.</p>
<p>We're looking for a versatile, detail-driven Legal & HR Operations Specialist to support essential functions across legal administration, corporate governance, and HR operations. This blended role is perfect for someone who excels at balancing priorities in dynamic settings and managing sensitive data with confidentiality. If you're an adaptable professional who thrives in evolving business environments, this position offers the opportunity to make a significant organizational impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Legal Operations & Governance:</strong></p><ul><li>Collaborate closely with senior leadership to ensure compliance and optimize legal workflows.</li><li>Manage corporate records and regulatory documentation to meet internal and external standards.</li><li>Oversee the contract lifecycle, including drafting, reviewing, tracking approvals, renewals, and administering e-signature processes.</li><li>Prepare, coordinate, and document board and committee meetings, including agendas, resolutions, minutes, and portal management.</li><li>Support legal research, regulatory filings, and due diligence for business initiatives.</li><li>Maintain tracking systems for legal matters, deadlines, invoices, and documentation.</li><li>Provide general legal administrative assistance, including proofreading and editing documents.</li></ul><p><strong>Human Resources Operations:</strong></p><ul><li>Administer HR processes and systems throughout the employee lifecycle, from onboarding through offboarding.</li><li>Create and manage HR documentation, such as employment agreements, amendments, and compliance records.</li><li>Support employee equity programs and consultant agreements with precise attention to detail.</li><li>Coordinate timely completion of policy acknowledgments, training compliance, and performance review cycles.</li><li>Maintain organized HR records and contribute to internal process improvements and surveys.</li></ul><p><br></p>
<p>We are seeking a highly organized, proactive, and detail-oriented <strong>Executive Assistant</strong> to provide high-level administrative support to members of the Executive Team and their direct reports. This role will primarily support senior leaders, ensuring seamless day-to-day operations and contributing to strategic initiatives.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Manage complex calendars and coordinate dynamic meeting schedules for senior executives.</li><li>Organize domestic and international travel arrangements, including detailed itineraries and logistical support.</li><li>Assist with planning and execution of events and projects, ensuring alignment with business objectives.</li><li>Create and refine professional PowerPoint presentations, incorporating data visualizations and key messaging.</li><li>Prepare, format, and distribute documents for internal and external meetings with accuracy and timeliness.</li><li>Process and reconcile vendor invoices and expense reports; maintain financial records in accordance with company policies.</li><li>Handle incoming communications (email, phone, correspondence) with discretion and timely follow-up.</li><li>Provide cross-functional support to other Executive Assistants during peak periods or high-demand projects.</li><li>Facilitate onboarding for new team members, ensuring a smooth and welcoming transition.</li><li>Contribute to office operations and process improvement initiatives, including documentation and workflow enhancements.</li></ul>
<p>We are looking for a reliable and organized Office Administrator to support our daily operations and provide administrative assistance to the Brand and Analyst teams. This role is ideal for someone who thrives in a fast-paced environment, is detail-oriented, and enjoys a variety of responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee daily office operations and ensure a well-organized work environment</li><li>Manage office supplies and equipment, including inventory tracking and reordering</li><li>Provide administrative support to the Brand Team and Analyst Team</li><li>Respond to email and phone inquiries in a timely and professional manner</li><li>Coordinate the shipping and receiving of samples, monitor and track shipments</li><li>Maintain sample room inventory and place sample orders as needed</li><li>Prepare boardroom for meetings, including setup and cleanup</li><li>Run and update reports as required</li><li>Handle customer complaints and direct them to appropriate personnel if needed</li><li>Perform ad hoc administrative tasks as assigned</li><li>Ability to lift boxes/packages up to 20lbs</li></ul>
<p>Are you an ambitious self-starter and problem solver who is passionate about making a meaningful impact? Join our team and play a vital role in shaping the operations of our firm!</p><p><br></p><p>We’re a group of experienced growth investors and business builders dedicated to making a difference in key sectors. With an extensive history and focus on leveraging exceptional talent, deep industry knowledge, and a robust growth platform, we scale businesses, deliver exceptional returns to stakeholders, and contribute to a better future. </p><p><br></p><p><strong>Position Overview</strong></p><p> We are seeking an <strong>Office & Executive Operations Coordinator</strong> to join our passionate and driven team. This individual will work closely with our Chief of Staff supporting the overall efficiency of the organization, enhancing our work environment, organizing impactful events, and providing partner support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Enhance the Office Environment</strong>: Work towards creating an inclusive, productive, and collaborative atmosphere for team members and external visitors.</li><li><strong>Executive Support</strong>: Assist the Managing Partner and collaborate with other senior team members to improve productivity through administrative and strategic support.</li><li><strong>Event Coordination</strong>: Plan and execute significant events tailored to engage current and prospective clients, industry executives, and other stakeholders.</li><li><strong>Operational Support</strong>: Take on varied responsibilities to optimize day-to-day operations and contribute to a seamless workplace experience.</li></ul><p><br></p>
