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About the Role

This role provides high-level executive support to the Chief Client Officer (CCO) and Chief Technology Officer (CTO) and their teams. It also offers cross-functional administrative support and backup coverage for other Executive Assistants. The position is responsible for leading the sourcing and delivery of high-quality merchandise to reflect the organization's identity and ensuring a seamless flow of merchandise.

Responsibilities

Provide strategic and operational support to SLTs, ensuring key priorities are effectively managed while fostering strong cross-functional relationships.
Act as the primary liaison for all CTO and CCO and team meetings and initiatives, overseeing coordination, communications, and follow-through.
Ensure executives are thoroughly prepared for meetings and events by anticipating needs and preparing relevant materials, briefings, and information.
Develop a strong understanding of business areas to proactively support team members and enable leaders to focus on strategic priorities.
Manage ad-hoc matters and emerging issues, exercising sound judgment to resolve them independently or act on their behalf when required.
Handle sensitive and confidential information with the highest level of discretion and professionalism.
Plan and deliver team events (on-site and off-site), ensuring seamless organisation and execution.
Own end-to-end merchandise and inventory management, including planning, sourcing, ordering, tracking, and distribution.
Maintain accurate inventory records and forecasting to ensure stock levels align with business needs, budgets, and timelines across all business lines.
Design, implement, and continuously enhance inventory management systems and controls to ensure accuracy, consistency, scalability, and compliance.
Identify and drive process improvements to optimise merchandise and inventory workflows and enhance operational efficiency.
Proactively monitor inventory-related risks, addressing supply, timing, and demand fluctuations to minimise disruption.
Work closely with Client Experience, Sales, Marketing, People & Culture teams, and other key stakeholders to understand business requirements and deliver merchandise solutions that support engagement, client initiatives, and organisational objectives.
Serve as the primary liaison between internal stakeholders and external suppliers, ensuring clear communication and effective execution.
Translate strategic priorities into clear, actionable merchandise and inventory plans, ensuring alignment with business goals.
End-to-end coordination of internal events, such as townhalls, mid-year, year-end and other team events.
Provide backup coverage for other EAs during vacations and peak workload periods.
Provide general office administrative support as required.

Requirements

Minimum 3+ years of experience supporting senior executives as an Executive Assistant or in a Senior Administrative Assistant role.
Proven experience managing complex calendars, meetings, travel, and multiple projects in a fast-paced environment.
Exceptional organizational, planning, and time management skills with strong attention to detail and the ability to manage competing priorities effectively.
Demonstrated experience sourcing corporate merchandise and managing inventory.
Proven experience planning and delivering corporate events, meetings, and team engagement initiatives.
Excellent written, verbal, and interpersonal communication skills, with the ability to build strong relationships across all levels of the organization.
Demonstrated ability to exercise sound judgment, maintain confidentiality, and manage sensitive information with professionalism and discretion.
Strong problem-solving, critical thinking, and project coordination skills, with the ability to anticipate needs and proactively identify solutions.
Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, and Teams) and experience using AI-powered productivity tools (e.g., Microsoft Copilot, ChatGPT, or similar).
Adaptable, self-directed, and collaborative, with a strong customer service mindset, a commitment to continuous improvement, and the flexibility to support evolving business priorities, including providing administrative backup coverage for colleagues as required.
Applicants must be legally entitled to work in Canada.
Immigration sponsorship is not offered for this role.
May use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position.

Skills

Executive Support
Merchandise & Inventory Management
Event Planning
Cross-Team Collaboration
Communication Skills
Problem-Solving
Project Coordination
Microsoft Office Suite
AI-powered productivity tools

Location

Canada

Work Type

Hybrid
Full-time

Experience Level

Senior

Salary/Compensations

$65,000 - $85,000

Benefits

Competitive compensation including equity program
Comprehensive group health and dental benefits
Life insurance
Lifestyle Spending Account
Flexible paid time-off policy
Paid parental leave for eligible employees with a top-up
Generous Group RRSP matching
Optional TFSA program
Training opportunities
Tuition support

About the Company

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions.
Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market.
Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.

Equal Opportunity

Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates.
We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People & Culture team at PeopleCultureTeam@purpose-unlimited.com.
We thank all applicants for their interest; however, only those selected for interviews will be contacted.