Executive Assistant/Human Resource Specialist

 

Toronto, Ontario

Executive Assistant/Human Resource Specialist

Pascal WealthTech designs digital technology to make the financial advisor’s world better. From our all-in-one Advisor Success Platform to our behavioural finance risk tolerance product InvestorEQ and our client engagement and loyalty program Living Wealth, we empower advisors with the modern digital solutions they need to grow their business.

We are looking for an executive assistant/human resource specialist to help Pascal realize its mission to be a wealthtech leader.

 

RESPONSIBILITIES

  • Managing both the CEO and Founder’s phone calls and emails
  • Coordinating calendars
  • Scheduling appointments and events
  • Preparing reports and updating internal databases
  • Format information for internal and external communication – memos, presentations, reports
  • Organize and maintain the electronic filing system
  • Bookkeeping (entering bills, sending bills for approval, creating invoices, paying bills and preparing payroll)
  • Human Resources (maintain employee files, HR forms and templates, develop and update HR policies and programs as required)
  • General office administration
 

SKILLS YOU BRING

  • Excellent written and verbal communication skills, excellent organization, prioritization skills, ability to learn quickly
  • Advanced proficiency with MS Office Suite, including Word, Excel, PowerPoint, and Outlook
  • Proficiency with Quickbooks Desktop, PandaDoc, Square, Less Annoying CRM
  • Strong interpersonal skills, ability to work both independently and as part of a team
  • Ability to work under pressure with attention to detail
  • Ability to perform duties in a professional and courteous manner and produce high quality work while meeting deadlines
  • Ability to perform multiple concurrent tasks
  • Discretion and confidentiality
 

EXPERIENCE

  • Post-secondary education
  • 5 years of experience as an executive assistant, office manager, etc.
  • Wealth management industry or financial advisory administrative experience is preferred
  • CHRP designation

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