About Our Client: Our client is a private holding company.
Position Scope:
Our client is seeking a highly organized and proactive Executive Assistant to support the Chief Investment Officer (CIO). This role requires exceptional communication skills, attention to detail, and the ability to manage multiple priorities. As part of the CIO support role, the EA will play a key role helping to improve and align processes and organize the investment team at the organization.
Responsibilities:
- Manage the CIO’s calendar, including scheduling meetings, calls, and travel arrangements.
- Coordinate and help prepare briefing materials, agendas, and follow-up documentation for meetings.
- Track and prioritize action items, ensuring timely follow-up and completion.
- Provide administrative assistance to the investments team, including meeting coordination, expense reporting, and document preparation.
- Assist with onboarding new team members and coordinating team logistics.
- Support team-wide initiatives such as offsites, reporting cycles, and stakeholder communications.
- Liaise with internal departments (HR, Finance, Legal, IT) to facilitate CIO and team needs.
- Maintain and organize files, records, and databases relevant to investment operations.
- Assist with special projects as requested.
Required Skills and Knowledge:
- Ability to handle confidential information with discretion and professionalism.
- Collaborative, team-oriented mindset.
- Proactive, self-starter, ability to identify opportunities to enhance processes.
- Strong organizational and time management skills.
- Excellent written and verbal communication abilities.
- Proficiency in Microsoft Office Suite and calendar management tools.
- Ability to work independently and collaboratively in a dynamic environment.
- Experience in financial services or investment management preferred.
Education and Experience:
- 10+ years of proven experience as an Executive Assistant supporting senior executives.
- Bachelor’s Degree is a strong asset
Application Instructions:
To apply, please send a resume to Amanda Graham at Amanda.Graham@summitsearchgroup.com
Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
Amanda Graham
Job ID
City
- Toronto, ON
Remuneration
Competitive compensation package + benefits
Amanda Graham
Job ID
City
- Toronto, ON
Remuneration
Competitive compensation package + benefits 