Position Overview

Pereux Insurance Planning is seeking an organized, proactive, and detail-oriented Executive Assistant to join our team in-office. In this role, you will provide comprehensive administrative support to our advisors, streamline day-to-day office operations, manage client events, and support marketing efforts.

This position begins as a part-time role with an opportunity to grow into a full-time position for the right candidate.

Key Responsibilities

- Advisor Support & Calendar Management: Assist advisors with administrative tasks, prioritize daily workflows, and manage complex calendars to coordinate internal and client meetings via Zoom and in-person.
- Travel & Schedule Coordination: Arrange seamless domestic/international travel itineraries, accommodation, and transportation logistics.
- Client Events & Marketing Support: Plan, organize, and execute client events; assist with general marketing initiatives, client outreach, and material preparation.
- Document & Workflow Management: Draft, prepare, and route key client documents, contracts, and agreements efficiently using DocuSign and the Microsoft Office Suite.




- General Office Management: Maintain daily in-office operations, manage office supplies and inventory, handle incoming communications, and ensure a professional office setting.

Qualifications & Skills

- Software Proficiency: Strong hands-on experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), DocuSign, and Zoom.
- Attention to Detail: Exceptional precision and organizational skills with a high degree of accuracy in documentation and administrative workflows.
- Interpersonal & Communication Skills: Outstanding written and verbal communication skills, with a professional demeanor suitable for interacting with clients, advisors, and team members.
- Multitasking & Time Management: Proven ability to balance multiple priorities, adapt to changing timelines, and deliver quality work under minimal supervision.
- Work Arrangement: Willingness and ability to work on-site/in-office.

Pay: $30,000.00-$35,000.00 per year

Work Location: In person

📌 Executive Assistant (Winnipeg)
🏢 Pereux Insurance Planning
📍 Winnipeg