COMPANY SUMMARY

Sapling Financial Consultants is a management consulting firm, founded in 2015. What started as an idea from a kitchen table has turned into a trusted advisor serving clients across North America. Headquartered in Toronto, Ontario, with a newly opened satellite office in Atlanta, Georgia, Sapling is supported by a team of 30 professionals, delivering high-quality financial modelling, due diligence, interim FP&A; and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs.

More than half of Sapling’s clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting. The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions. During periods of economic uncertainty, Sapling has consistently demonstrated steady growth.

The firm was recognized for its excellence, being awarded the CanadianSME National Business Award for Best Professional Service in 2023, receiving Ragan’s 2025 Workplace Wellness Award in the category of Learning & Development – Wellness Initiatives, as well as being ranked among Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine for two years in a row. POSITION SUMMARY, DUTIES AND QUALIFICATIONS Position Summary

We are looking for a conscientious full-time Administrative Assistant who can support the work of our Partners and Managers as the demands increase on their time given rapid growth. The ideal candidate above all wants to do high quality, impactful work they can take pride in - work that will empower our Senior Management and the entire Sapling Team to continue creating real value for our clients. As an Administrative Assistant, you will work hand-in-hand with our Leaders to ensure the smooth operation of the business.

This will include assisting us with scheduling, paying and tracking expenses, arranging travel and making reservations, finding email addresses for conference attendees, requesting information from clients and employees, invoicing,



monitoring key performance indicators and generally keeping the Leaders focused on the company’s goals and at the top of their game. We are a boutique consultancy that differentiates itself from the big firms with best-in-class work, and we have no interest in diluting our brand. The ideal candidate can not only keep up, but also win our respect through their work ethic, attention to detail, and high quality of work.

We’re looking above all for someone with a longer-term outlook who wants to join like-minded people in building a wildly successful company founded on that principle of creating high-impact value for clients. Ultimately, you will play a large role in a small but growing team with big ambitions for the future.

Our company is on a hybrid model, with the entire team in-office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work. Note that the ideal candidate will be able to come to the office on other days as well if Senior Management has meetings (client, advisory board, etc.). Responsibilities

Schedule and confirm appointments and meetings

Arrange travel schedules and make reservations

Perform basic bookkeeping tasks (e.g., enter expenses)

Order and/or pick up office supplies, and research new deals and suppliers

Deal with time-consuming administrative tasks (e.g., call banks, utilities, etc. to inquire about recent bills, etc.)

Assist with preparing employee and customer contracts/agreements based on existing company templates

Assist with preparing customer invoices with details by hour/function, etc.

Apply for grants (employee, conference, etc.)

Review team member time trackers For conference attendee lists that do not have emails, assist with locating emails. For all conferences, assist with reaching out to attendees to attempt to secure meetings





Prepare food plates and set up and clean up for team meetings

Arrange contractors (e.g., Bell Canada) and meet with them to gain access to the office

Greet visitors to our office

Depending on business need, conduct in-depth market, industry and company research on clients, and develop decks and reports, for business plans, business cases, valuations, financial analyses and related documents

Depending on business need, proof the writing work product developed by Analysts and Consultants (e.g., whitepapers, prospect email templates, etc.)

Perform occasional design work to enhance the appearance of client deliverables (e.g., PowerPoint, Word) Skills & Qualifications

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

Proven experience as an Administrative Assistant, Receptionist or similar role is a nice to have

Knowledge of office management systems and procedures

Proficiency in MS Office (MS Excel, MS Word and MS PowerPoint, in particular)

Excellent time management skills and the ability to prioritize work

Attention to detail and problem solving skills

Excellent written and verbal communication skills

Robust organizational skills with the ability to multi-task

Ability to take ownership of responsibilities and see them through to completion

Ability to work independently and manage time and multiple tasks/deadlines/deliverables at once

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 APPLICATION DETAILS

Start Date: As soon as possible.

Application Materials

Resume

Non-AI Cover Letter

Answering a couple of questions on our online form We do not use AI to review your application. When it is reviewed, it is reviewed by a human being, likely a senior one, at Sapling. This reflects the care with which we do all our work. At Sapling, you are a person in whose growth we are deeply vested - you are not a number, and not data for a large language model.

Sapling Financial

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

📌 Administrative Assistant (Toronto)
🏢 Sapling Financial Consultants
📍 Toronto