Executive Assistant
Wiseconomy
Company Description
Wiseconomy is a leading provider of personalized financial strategies, serving Canadians with a focus on transparency, integrity, and client-centric solutions. Based on a foundation of education and clear guidance, the company specializes in safeguarding assets, optimizing tax strategies, and fostering sustainable wealth. With comprehensive services in life insurance, investment planning, retirement planning, and custom financial solutions, Wiseconomy addresses the unique needs of individuals, families, and businesses. Committed to delivering long-lasting results, Wiseconomy empowers clients to make informed financial decisions for a secure future.
Role Description
This is a full-time on-site role for an Executive Assistant located in Abbotsford, BC. The Executive Assistant will provide high-level administrative and executive support, including managing executive schedules, coordinating meetings, and assisting with day-to-day operations. The role requires excellent communication and organizational skills to ensure the smooth functioning of executive tasks and administrative processes.
This position starts at 32 hours per week, with the opportunity to grow into a full-time role as the business expands.
Responsibilities
• Managing executive calendar, scheduling, and daily priorities
• Coordinating client and advisor communications professionally and promptly
• Handling document preparation, licensing admin, and compliance follow-ups
• Supporting logistics for team events, conventions, and recruitment activities
• Creating and managing content and materials using Canva, PowerPoint, and Notion
• Maintaining organized records and internal processes
What we're looking for
• Minimum 1 year of experience in an Executive Assistant or similar support role
• Proactive communicator: you raise issues and share updates before being asked
• Strong attention to detail with an ownership-driven mindset
• Proficiency in Canva, Microsoft PowerPoint, Notion, and Google Workspace
• LLQP license is considered a strong asset
• Must be located in or near Abbotsford — this is a fully in-person position
To apply
Send your resume to ***email_hidden*** with the subject line "Executive Assistant Application." Only shortlisted candidates will be contacted for a phone screening.
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