Longevity Achieved is a forward-thinking wealth management firm committed to helping clients achieve their long-term financial goals through strategic planning and a holistic approach. Having evolved from its brokerage origins, the firm is now on a path of accelerated growth, continuously expanding both its service offerings and client base.

We foster a culture of collaboration, innovation, and results-driven performance. As we scale, we are looking for an Executive Assistant who can bring structure, efficiency, and strategic thinking to support the Managing Partner in delivering world-class service to our clients.

Longevity values

- DYNAMISM: Fuelling action, speed, and continual excellence.
- UNITY: Harmonising wealth and well-being.
- HONOUR: Upholding trust, duty, and ethical conduct.
- BOLDNESS: Pioneering courage, innovation, and decisive action.
- EMPOWERMENT: Enabling choice, strength, and personal growth.

Role Overview

This is not a conventional administrative role. As the Executive Assistant, you will serve as the right hand to the Managing Partner, orchestrating a full spectrum of initiatives that go beyond calendar management. Through precise time & decision management, proactive project oversight, and impeccable communication skills, you will enable high-level decision-making and guard the Managing Partner’s most valuable resources: time, attention, and strategic bandwidth.

Key Responsibilities

Time & Decision Management

- Strategic Calendar Oversight: Proactively schedule and optimize the Managing Partner’s calendar, ensuring alignment with top priorities and minimizing disruptions.
- Decision Pre-Filtering: Assess incoming requests and tasks,



triaging urgency to streamline the Managing Partner’s focus on critical, high-value activities.
- Efficiency Tracking: Develop and maintain metrics to gauge time allocation and make recommendations for improving executive productivity.

Inbox & Communication Management

- Email Correspondence: Organize and prioritize email flow, drafting responses that reflect our professional standards and brand voice.
- Client & Stakeholder Liaison: Serve as the first point of contact for key clients, internal teams, and external partners, ensuring clarity, responsiveness, and polished communication.
- Document Preparation & Editing: Create, refine, and proofread memos, presentations, and reports with meticulous attention to detail.

Meeting & Event Coordination

- Agenda Setting & Prep: Plan executive-level meetings, organizing pre-meeting materials to support informed decision-making.
- Follow-Up & Accountability: Own the post-meeting process by delegating tasks, tracking deadlines, and sending timely reminders to maintain progress.
- Event Logistics: Assist with the coordination of both internal and client-facing events, managing everything from venue bookings to final logistics.

Operational & Project Support

- Administrative Systems: Oversee records management and reporting processes,



ensuring compliance with wealth management regulations.
- Project Ownership: Track and manage critical projects end-to-end, collaborating with cross-functional teams to meet deliverables.
- Process Optimization: Identify operational bottlenecks and introduce tools, templates, or workflows that streamline daily operations.

Travel & Logistics Management

- Comprehensive Coordination: Book travel arrangements, create detailed itineraries, and prepare contingency plans for any unanticipated changes.
- Expense & Documentation: Maintain clear travel documentation and expense reports, ensuring prompt reconciliation for budget accuracy.

Qualifications

- Experience: 2+ years in a high-level administrative or Executive Assistant role (finance, consulting, or fast-paced corporate environments preferred).
- Organizational Excellence: Demonstrated ability to manage complex schedules and competing priorities under tight deadlines.
- Technological Proficiency: Advanced skills in Microsoft Office Suite, plus familiarity with scheduling and collaboration platforms (e.g., Outlook, Teams, Google Workspace, or similar).
- Professional Discretion: Track record of handling confidential information with the utmost integrity and adherence to compliance standards.
- Communication & Emotional Intelligence: Solid written and verbal skills, coupled with a high EQ for navigating diverse personalities, managing conflict, and delivering impeccable client service.
- Adaptability & Autonomy: A self-starter who excels in a results-driven environment, comfortable working both independently and as part of a cross-functional team.

📌 Executive Assistant (Mississauga)
🏢 Longevity Achieved
📍 Mississauga