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About the Role

Sapling Financial Consultants is seeking a conscientious full-time Administrative Assistant to support Partners and Managers amidst rapid growth. The ideal candidate will produce high-quality, impactful work, empowering the Senior Management and Sapling Team to create client value. This role involves assisting with scheduling, expense tracking, travel arrangements, invoicing, and monitoring KPIs, ensuring leaders remain focused on company goals.

Responsibilities

Schedule and confirm appointments and meetings
Arrange travel schedules and make reservations
Perform basic bookkeeping tasks, including entering expenses
Order and/or pick up office supplies, and research new deals and suppliers
Handle time-consuming administrative tasks, such as inquiring about recent bills
Assist with preparing employee and customer contracts/agreements using existing company templates
Assist with preparing customer invoices with detailed information
Apply for grants for employees and conferences
Review team member time trackers
Locate emails for conference attendee lists and reach out to attendees to secure meetings
Prepare food plates and set up/clean up for team meetings
Arrange contractors and meet with them to gain office access
Greet visitors to the office
Conduct in-depth market, industry, and company research on clients, and develop decks and reports for business plans, valuations, and financial analyses
Proofread writing work product developed by Analysts and Consultants
Perform occasional design work to enhance client deliverables in PowerPoint and Word

Requirements

Proven experience as an Administrative Assistant, Receptionist, or similar role is a nice to have
Knowledge of office management systems and procedures
Ability to take ownership of responsibilities and see them through to completion
Strong dedication to the team and excellent work ethic
Desire to contribute to the firm over the long haul, with the understanding that loyalty and hard work will be recognized in both compensation and responsibilities far more quickly than in a large “brand-name” firm

Skills

Proficiency in MS Office (MS Excel, MS Word, and MS PowerPoint, in particular)
Excellent time management skills
Ability to prioritize work
Attention to detail
Problem-solving skills
Excellent written and verbal communication skills
Strong organizational skills
Ability to multi-task
Ability to work independently
Ability to manage time and multiple tasks/deadlines/deliverables at once

Location

Toronto, Ontario
Atlanta, Georgia

Work Type

Full-time
Hybrid

Experience Level

Senior Management
Analyst
Consultant

Education Level

Bachelor’s degree preferred, but good work experience can substitute

About the Company

Sapling Financial Consultants is a management consulting firm founded in 2015, serving clients across North America.
Headquartered in Toronto, Ontario, with a satellite office in Atlanta, Georgia.
The firm is supported by 30 professionals delivering financial modelling, due diligence, interim FP&A, and data analytics solutions.
Clients include mid-market companies, private equity firms, investment banks, search funds, independent sponsors, infrastructure and electricity developers, and entrepreneurs.
More than half of Sapling’s clients are based in the U.S., indicating expanding geographic reach and reputation.
The firm scales capabilities, invests in talent, and maintains flexibility in response to market conditions, demonstrating steady growth.
Recognized for excellence with awards including the CanadianSME National Business Award for Best Professional Service in 2023, Ragan’s 2025 Workplace Wellness Award for Learning & Development – Wellness Initiatives, and ranked among Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine for two consecutive years.

Equal Opportunity

Sapling Financial Consultants is an equal opportunity employer that is committed to inclusion and diversity.