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executive assistant

Posted on May 21, 2025 by Employer details Kapil Financial

Job details

*Job Overview* Kapil Financial provides top quality, professional investment advice with a very personal focus. We work with High Net Worth Individuals, Professionals and Corporations to develop solutions unique to their needs. We are small enough to give personal service to every client, but large enough to do it very well. As financial advisors, we deal with most banks, mutual fund companies, and insurance companies to be able to give you competitive rates for your everyday insurance needs. Kapil Holdings Inc. is seeking a highly organized and proactive Executive Assistant to support our dynamic operations. This is an excellent opportunity for someone with a strong personality and a keen eye for detail who thrives in a fast-paced professional environment. The Executive Assistant is responsible for providing administrative support to the CEO, Board of Directors and Leadership Team while promoting an environment consistent with the organization?s vision, mission, and values. *Responsibilities* : * Provide administrative support to senior management * Coordinate and manage schedules, meetings, and communication * Handle real estate-related administrative tasks * Maintain organized records and confidential documents * Manage the CEO?s complex calendar, meetings, and travel arrangements * Act as a liaison between the CEO and internal/external stakeholders * Handle confidential correspondence and sensitive information with discretion * Coordinate internal projects and follow up on action items * Draft, proofread, and edit executive-level communications * Assist with client management, event planning, and reporting as needed * Maintain a high level of professionalism and responsiveness *Requirements* * 1+ years of experience supporting a C-level executive (preferably in finance or wealth management) * Exceptional organizational and multitasking skills * Impeccable written and verbal communication * Proficient in Microsoft Office Suite, calendar management tools, and CRM systems * Discreet, resourceful, and detail-oriented * Able to anticipate needs and act with a high degree of initiative * Bachelor?s degree preferred If you're a strategic thinker with a passion for excellence and a strong background in executive support, we?d love to hear from you. Join a firm where your contributions are valued, and your career can thrive. Job Type: Full-time Pay: $35,000.00-$50,000.00 per year Benefits: * On-site parking Flexible language requirement: * French not required Schedule: * Monday to Friday Education: * Bachelor's Degree (preferred) Language: * English (required) Work Location: In person