22 Sep
|
Veritas Investment Research
|
Ontario
22 Sep
Veritas Investment Research
Ontario
About the Opportunity:
Veritas is looking for an exceptional organizer and executor to work directly with the President & CEO and support the broader executive team. This is not a traditional administrative assistant position. The person in this role will become an important part of how the business operates. You will help organize priorities, manage projects, coordinate people, maintain systems and make sure commitments turn into completed work. The right person gets satisfaction from bringing order to complexity. They notice what others miss. They like building systems, keeping people accountable and taking ownership of a project from beginning to end. You will have significant visibility across our businesses and will work closely with senior executives, employees, clients and external partners. For someone who performs exceptionally well, the role can grow substantially. Previous individuals who have excelled in this position have progressed into much broader leadership responsibilities within Veritas. We are not looking for someone who views this position simply as a stepping stone to another profession. We are looking for someone who sees operational excellence, organization and execution as valuable skills and wants to become exceptional at them.
About Veritas:
Twenty-six years ago, Veritas Investment Research challenged the traditional equity research model. Rather than giving research away to support investment banking relationships, we built an independent research business where clients pay us for our work. Today, Veritas has grown into Canada's largest independent equity research firm. Independence allows us to say things others cannot or will not. Our broader businesses now span investment research, asset management and other initiatives, creating an environment where an exceptional operator can gain exposure to many different parts of a growing entrepreneurial organization.
Job Type:
Full-time, with a minimum of 4 days per week in the office.
Job Description:
Your primary responsibility is to make the Office of the CEO and the executive team operate better.
Key Responsibilities:
Managing the President & CEO's calendar, priorities, meetings and commitments
Anticipating scheduling conflicts, required preparation and follow-up rather than simply reacting to requests
Helping manage the CEO's inbox and communications, including drafting or responding to correspondence when appropriate
Tracking commitments arising from meetings and ensuring that people follow through
Coordinating projects involving multiple members of the organization
Creating systems, checklists and processes that improve how recurring activities are handled
Preparing executives for meetings, client interactions, conferences and other commitments
Coordinating executive travel and logistics
Managing conferences, webinars, client events and internal initiatives from planning through execution
Supporting onboarding and offboarding of employees
Maintaining key CRM information, client entitlements and operating records
Research report publishing and marketing activities when required
Preparing and formatting presentations and executive materials
Managing executive expenses and related administration
Identifying things that are falling through the cracks and taking ownership of getting them resolved
Providing backup support across important operational functions when other team members are unavailable
What Success Looks Like:
The CEO does not have to remember everything because you do
Meetings happen with the right people, information and preparation
Commitments are followed up without repeated reminders
Key details rarely fall through the cracks
Recurring problems become processes
Projects move forward because someone is actively driving them
You anticipate what is required before being asked
The executive team trusts you with increasingly important responsibilities
You make the organization more organized simply by being part of it
You are likely to thrive in this role if you:
Are exceptionally organized
Have very robust attention to detail
Take personal ownership of getting things finished
Naturally create lists, systems, processes and structure
Enjoy juggling multiple priorities
Are comfortable reminding senior people about commitments
Enjoy solving problems rather than explaining why something cannot be done
Are discreet and understand the responsibility that comes with access to confidential information
Communicate clearly and professionally
Are technologically comfortable and eager to learn recent tools
Have high energy and enjoy a quick-moving entrepreneurial environment
Are adaptable when priorities change
Want increasing responsibility as you demonstrate that you can handle it
Take pride in making other people and the organization more effective
Just as importantly, this role will not suit someone who wants a narrowly defined job, waits to be told what to do, dislikes administrative detail or believes that organizational work is beneath them.
Ideally, You Will Have:
A university degree or equivalent professional experience
Several years of experience in executive support, operations, project coordination, professional services or another demanding business setting
Strong Microsoft Office skills, particularly Outlook, Word, Excel and PowerPoint
Experience with CRM systems such as Microsoft Dynamics 365
Experience coordinating projects involving multiple people and deadlines
Experience in financial services is helpful but not essential. Intellectual curiosity and the ability to learn quickly are more important.
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📌 Manager, Operations & Administration (Ontario)
🏢 Veritas Investment Research
📍 Ontario