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 meetingsDraft and proofread various forms of correspondenceResearch and address inquiries related to client accountsMaintain organizational files and records accuratelyProvide ongoing administrative support across various projectsRequirements:Post-secondary degree in business discipline8-10 years in an administrative capacityBackground in financial services or brokerage essentialExceptional communication and interpersonal skillsProficiency in Microsoft Office and CRM systemsChannel your administrative and interpersonal skills at Caldwell Securities, ensuring high-quality client experiences and effective executive support.

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