About the Role
This role provides high-quality, proactive, and efficient executive administrative support to an ExCo member and a group of FNZ Senior Leaders based in Canada and/or North America. The role will be based in FNZ’s Toronto location. The role will also support the wider FNZ Admin community by providing flexible capacity across administrative tasks and projects, helping to ensure the smooth and effective running of the business. A key expectation is the active use of AI and digital tools to improve efficiency, streamline processes, and enhance service delivery.
Responsibilities
- Provide comprehensive administrative support to multiple Senior Leaders, including complex diary management across time zones.
- Develop a strong understanding of executives’ priorities, workload, and working styles to provide anticipatory and effective support.
- Build familiarity with executives’ internal and external stakeholders and support their broader leadership teams as required.
- Screen, prioritise, and manage executive email inboxes, including drafting and responding to emails.
- Organise, manage, and maintain key documents, files, and records.
- Support executive and leadership meetings, including preparation and distribution of agendas, papers, minutes, and action logs.
- Proactively track meeting actions, follow up with owners, and provide meaningful updates to executives.
- Support on-site or virtual Board and senior leadership meetings, including preparation and coordination.
- Arrange complex domestic and international travel for executives in line with FNZ travel policies and internal processes.
- Process procurement requests and manage purchase orders.
- Reconcile monthly corporate credit card statements and process business and approved personal expenses for executives.
- Provide flexible administrative support outside of core executive coverage, including ad-hoc tasks and projects.
- Support the effective day-to-day running of the office environment, working closely with local and global Support Services teams.
- Contribute to cross-cover within the Admin team, ensuring continuity of support during periods of leave or peak demand.
- Complete mandatory Risk, Compliance, and other required FNZ training.
- Actively leverage AI-enabled tools to improve administrative processes, productivity, and quality of output.
- Identify opportunities to streamline workflows, improve documentation, and reduce manual effort.
- Share best practices and learning with the wider Support Services and Admin community.
Requirements
- Minimum of 5 years’ experience in an Executive Assistant role, ideally supporting multiple senior stakeholders.
- Demonstrated ability to work effectively across time zones and support senior leaders remotely.
- Highly organised, proactive, and detail-focused, with a strong service mindset and high standards of delivery.
- Comfortable working independently, taking initiative, and managing competing priorities in a fast-paced, delivery-focused environment.
- Strong relationship-building skills, with the ability to interact confidently with senior stakeholders, team members, and service providers.
- Flexible and adaptable, with willingness to support a broad range of administrative tasks outside of core executive coverage.
- Strong problem-solving skills, able to respond calmly and logically to changing priorities.
- High level of discretion and understanding of confidentiality requirements.
- Strong written and verbal communication skills.
- Self-directed, delivery-focused, and committed to continuous improvement.
Skills
- Advanced working knowledge of Microsoft Word, Excel, PowerPoint and Outlook
- Familiarity with AI-enabled productivity tools is strongly preferred
Location
- Toronto
Work Type
- Onsite
Experience Level
- Minimum of 5 years’ experience
About the Company
- FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.
- We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.
- All in a regulated financial institution.
- We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
- Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
