Executive Assistant/Sales Assistant (Licensed)

Toronto, ON M5H 3L5 | Direct Hire

Job ID: 59752 Industry: Administrative/Office Support

Executive Assistant/Sales Assistant (Licensed)

Salary up to $70,000 + OUTSTANDING Bonus + Full Benefits + 3 Weeks Vacation!!!

The Executive Assistant/Sales Assistant (Licensed) will deliver quality, efficient and focused administrative support to a CEO that manages a robust book of business. This position will provide dedicated support to the CEO as both an Executive Assistant and as a Sales Assistant (Licensed). This role will involve diverse accountability. If you want a long term partnership with a fantastic CEO then this could be the career opportunity of a lifetime!


  • Maintain and coordinate calendars, including scheduling meetings and conference calls, preparing meeting materials and completing related tasks
  • Responsible for composing and preparing correspondence, assisting with financial correspondence relating to the CEO’s personal financial accounts and investments, processing documents for compliance purposes, telephone screening and maintenance of personal and business filing systems. Other miscellaneous duties as required: lunch reservations, personal errands, etc.
  • Coordinate travel (commercial and private), arrange for accommodation and provide a detailed itinerary
  • Liaise with the CEO’s personal driver for local travel and serve as point of contact for several residences
  • Act as a key, informed contact for internal and external clients
  • Prepare PowerPoint presentations and Excel spreadsheets and graphs
  • Ensure the CEO signs documents, cheques and resolutions on time and ensure that documents are returned to the appropriate internal and external individuals
  • Maintain up-to-date knowledge of securities laws, risks, compliance regulations, securities law and confidentiality requirements
  • Complete market orders and reply to client enquires ensuring resolution of all enquiries
  • Assist in responding to administrative requests from clients including securities requested or received and account transfers


  • Post-Secondary education is an asset
  • Successful completion of the Canadian Securities Course, Conduct and Practices Handbook or willingness to complete within 3 months
  • A minimum of 3+ years of experience in all aspects of senior level administrative support
  • Excellent knowledge of MS Office including Word, Excel and PowerPoint
  • Experience in accurately planning complex travel arrangements
  • Excellent written and verbal communication skills
  • Must be able to work independently and ensure efficient and timely production of deliverables
  • Capable of thinking and acting clearly under pressure and the ability to handle confidential information
  • Strong interpersonal skills
  • Investment industry experience is an asset

Click 'Apply Online' or send your resume by email to LDCResume@bagg.com.

View all of our job postings at www.bagg.com

Accommodations are available upon request to support your participation during all stages of the recruitment process.


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