Executive Operations Lead (Toronto)

Executive Operations Lead (Toronto)

07 Aug
|
Greenstone Financial Services Canada
|
Toronto

07 Aug

Greenstone Financial Services Canada

Toronto

Reporting to the Chief Operating Officer (COO), the Executive Operations Lead serves as a trusted partner responsible for enhancing executive effectiveness, driving operational execution, and supporting a high-performing workplace experience across the organization.This role combines executive support, project management, business analysis, workplace operations, and cross-functional coordination to help translate strategic priorities into measurable outcomes. Acting as an extension of the COO, the Executive Operations Lead manages critical information flow, develops executive-level presentations and communications, coordinates strategic initiatives, conducts research and analysis, oversees key workplace experience initiatives, and helps ensure that organizational priorities progress effectively across the business.The ideal candidate is highly organized, exceptionally discreet, analytically minded, and capable of operating confidently with senior leaders while managing multiple priorities in a fast-paced environment. They bring a proactive, solutions-oriented approach and a commitment to delivering both operational excellence and an exceptional employee experience.Key ResponsibilitiesExecutive Support & Communications (35%)Serve as a trusted and highly confidential partner to the COOManage the COO's priorities, ensuring alignment between strategic objectives, meetings, deliverables, and commitmentsDevelop, maintain, and continuously improve executive, leadership, board, and business presentationsCreate professional PowerPoint presentations, briefing materials, reports, dashboards, and executive summaries for senior audiencesDraft, edit, and coordinate executive communications, correspondence, presentations, and meeting materialsPrepare meeting agendas, briefing notes, background information, and decision-support materialsAttend meetings as required, capture key actions, and ensure timely follow-up on commitmentsMaintain strict confidentiality regarding business performance, organizational changes, employee matters, and strategic initiativesProject Management & Execution (20%)Coordinate and support cross-functional initiatives sponsored by the COODevelop project plans, timelines, action trackers,



and status updates for strategic prioritiesMonitor progress against milestones and proactively identify risks, dependencies, and potential roadblocksFacilitate project meetings and ensure accountability for deliverables across teams.Drive follow-up and execution of key action items resulting from leadership meetings and business reviewsSupport organizational planning cycles and operational improvement initiativesBusiness Analysis & Research (20%)Conduct research on industry trends, competitors, market developments, operational practices, and business opportunitiesAnalyze data and information from multiple sources to develop concise recommendations and executive insightsPrepare reports, business cases, presentations, and decision-support materials.Support the development and tracking of key business metrics and performance indicatorsTranslate complex information into clear, actionable summaries for leadership decision-makingDevelop a robust understanding of the life insurance industry, distribution channels, products, regulatory environment, and business driversWorkplace Operations & Employee Experience (15%)Manage workplace planning initiatives, office enhancements, and facilities-related projectsOversee the planning and execution of employee engagement activities, company events, leadership offsites, and workplace celebrationsPartner with HR and business leaders to deliver employee experience initiatives that support engagement and organizational cultureOversee event budgets, logistics, communications, and execution for corporate and employee-facing eventsIdentify opportunities to improve workplace effectiveness, employee experience,



and operational efficiencyStakeholder Coordination & Special Projects (10%)Serve as a liaison between the COO and leaders across the organizationCoordinate information gathering and collaboration across departments to support business initiativesBuild strong working relationships with stakeholders at all levels of the organizationSupport executive and leadership team meetings, offsites, planning sessions, and strategic workshopsLead or support special projects and business improvement initiatives as assignedEnsure effective communication and alignment among stakeholders involved in key initiativesQualificationsEducation & ExperienceBachelor's degree in Business Administration, Commerce, Finance, Communications, or a related field3+ years of experience in one or more of the following areas: executive support, project management, business operations, management consulting, executive business partneringExperience supporting senior executives or leadership teams is strongly preferredExperience within financial services, insurance, or a regulated industry is considered an assetExceptional discretion and ability to manage highly confidential informationAdvanced Microsoft PowerPoint skills with demonstrated experience creating executive-level presentationsStrong business writing, communication, and presentation skillsExcellent analytical, problem-solving, and critical-thinking capabilitiesAbility to synthesize large volumes of information into concise recommendations and action plansStrong project coordination and organizational skillsAbility to influence and build relationships across functions without direct authorityHighly proactive, resourceful, and capable of working independentlyStrong attention to detail and commitment to qualityAdvanced proficiency with Microsoft Office Suite, including PowerPoint, Excel, Word, and OutlookSuccess in This RoleSuccessful candidates will become a trusted extension of the COO, consistently delivering high-quality work, driving execution across multiple priorities, and ensuring critical business initiatives move from concept to completion. They will create leverage for executive leadership by combining operational excellence, sound judgment, business acumen, and exceptional execution. #J-18808-Ljbffr

📌 Executive Operations Lead (Toronto)
🏢 Greenstone Financial Services Canada
📍 Toronto

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