Executive Assistant – Finance

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November 7

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Wealthsimple

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Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• Manage calendars for 3-4 VPs, including scheduling meetings, prioritizing commitments, and ensuring time for strategic work. • Process expenses and manage financial approvals efficiently. • Coordinate business travel arrangements, including booking transportation, accommodation, and preparing necessary documentation. • Support logistics for team events, offsites, and all-hands meetings as needed and in collaboration with with other EAs across the organization and within Finance. • Maintain confidentiality when handling sensitive information and communications. • Identify opportunities to create processes that increase VP effectiveness and team cohesion. • Solve problems proactively, anticipating needs before they arise.

🎯 Requirements

• Experience providing administrative support to multiple leaders simultaneously. • Strong organizational skills with exceptional attention to detail. • Excellent written and verbal communication abilities. • Proactive problem-solving approach and ability to make decisions independently. • Proficiency with Google Workspace, calendaring systems, and expense management tools. • Ability to maintain confidentiality and exercise discretion with sensitive information. • Experience prioritizing competing demands in a thoughtful, strategic manner. • Commitment to creating inclusive environments aligned with Wealthsimple's values.

🏖️ Benefits

• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple for Business • 20 vacation days per year and unlimited sick and mental health days • Up to $1,500 per year towards wellness and professional development budgets respectively • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) • Company-wide wellness days off scheduled throughout the year