Executive Assistant to the CEO

We are a creative, energetic, and entrepreneurial investment firm looking to add an associate to our team. We care a lot about our office atmosphere and are looking for someone who is outgoing, a team player, and has a "no task is too small or too large" attitude. We believe in challenging people to do things to grow their skill set, and there is no ceiling to where you can grow. We are looking for an excellent executive assistant for the CEO who can also take on client service and investor relations responsibilities.


  • Working closely with the CEO on his mission, vision and helping to execute his projects in several areas

  • Coordinating all meetings, business travel, both domestically and internationally for the CEO

  • Purchasing office supplies and other administrative duties as required

  • Managing the onboarding process for new clients, including preparing subscription documents, gathering client data, and coordinating with service providers

  • Being the point of contact for investors, including daily inquiries regarding their accounts, statements, and investments

  • Keeping up to date on news and announcements about our investments

Key Experience Required:

  • Bachelor's degree

  • Excellent organization and time management skills

  • Experience in the asset management industry a plus

  • Executive assistant experience and/or financial industry client service experience required

  • Work or interest towards a relevant industry certification a plus

  • Proficient in Microsoft Office suite of products 

  • Must have a genuine interest in the investment industry 


Click below to submit a resume by email