The position is based in Pictou, Nova Scotia. We provide a full range of financial products and services to Entrepreneurs, Professionals and Business Owners in the Nova Scotia and Prince Edward Island area and have been in practice for more than 30 years.

Position Summary

The Executive Assistant provides complete administrative support as well as develops, implements and maintains support systems, while operating in a rapid-paced, confidential, and multitasking environment.

Responsibilities

- Receive client inquiries on behalf of multiple Advisors and determine appropriate course of action. This may include proactively investigating and resolving client problems and recording the nature of the inquiry and notifying the Advisor.
- Contact clients and schedule appointments for the Advisors.
- Processing and reviewing daily business transactions regarding client accounts.
- Preparing and maintaining client files, paperwork, and meeting notes.
- Managing and updating client databases.
- Support client events by booking venues and sending marketing material to clients and prospects.




- Prepare documents for signatures/e-signatures.
- Provide virtual support to PEI office as required.

Qualifications

- Strong computer skills with Office 365 (Outlook, Word, Excel, PowerPoint).
- Customer service oriented, with a demonstrated ability to interact professionally with clients in both virtual and in-person environments.
- Strong attention to detail.
- Discretion and ability to organize and prioritize multiple tasks under tight deadlines.

Other Information

- This is a full-time (in office) position offering a competitive salary.
- Salary range: $45,000 - $65,000 (depending on qualifications).
- 37.5 hours per week.
- Benefits available.
- Paid vacation.
- Opportunities for advancement.

Submit your resume and cover letter via email to: [email protected]

Deadline to apply is Monday, October 5th at 12pm

Pay: $45,000.00-$65,000.00 per year

Work Location: In person

📌 Executive Assistant (Pictou)
🏢 Currie, Slaunwhite, Hughes & Associates Private Wealth Management
📍 Pictou