Become a Licensed Executive Assistant at Caldwell Securities in Toronto, where you will support executive leadership and drive exceptional client service. Your role encompasses project management and comprehensive administrative duties.

Caldwell Securities Ltd. is looking for a Licensed Executive Assistant with a robust background in administration and client support. In this role, you’ll be responsible for supporting the President & COO with calendar management, drafting correspondence, and overseeing seamless communication with clients. Leverage your expertise, impacting both internal and external interactions.

Key Responsibilities:
• Manage calendars and schedule client and executive meetings
• Draft and proofread various forms of correspondence
• Research and address inquiries related to client accounts




• Maintain organizational files and records accurately
• Provide ongoing administrative support across various projects

Requirements:
• Post-secondary degree in business discipline
• 8-10 years in an administrative capacity
• Background in financial services or brokerage essential
• Exceptional communication and interpersonal skills
• Proficiency in Microsoft Office and CRM systems

Channel your administrative and interpersonal skills at Caldwell Securities, ensuring high-quality client experiences and effective executive support.
#J-18808-Ljbffr

📌 Caldwell Securities Executive Assistant Role (Ontario)
🏢 Caldwell Securities
📍 Ontario