Executive Assistant, Credit

Sagard Overview:
Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth. Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 540 professionals. Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.More at Overview:
Based in Toronto, the Executive Assistant is a key member of the Credit team, supporting professionals from partners and principals to associates. This person will keep the team connected and running smoothly through coordination of schedules, meetings, travel, projects, events, and CRM reporting, while serving as a trusted partner across broader team initiatives as the function grows.Responsibilities:
Oversee daily operations for members of the Credit team, including complex calendar management, scheduling internal and external meetings across time zones, and coordinating with EAs as neededServe as a gatekeeper and key point of contact for the executive(s), liaising with vendors, clients, colleagues, and other stakeholdersManage incoming emails and requests, prioritizing and delegating as appropriateOversee all aspects of domestic and international travelPrepare, review, and submit expense reports in Concur;
proficiency with Concuris considered an assetCoordinate conference attendance for several executive(s), including registration, travel, materials, and promotional items, and support the planning and execution of team eventsPartner with the Office Coordinator on in-office logistics, including meetings, catering, conference rooms, and printing, and serve as the primary backup during their absences, assuming full responsibility for office operations and on-site coordinationUse Affinity and DealCloud to research contacts and companies, maintain accurate records, and log notes and meetings;
proficiency with Affinity is considered an assetDemonstrate familiarity with AI and productivity tools and apply them to streamline workflows and improve efficiencyProvide ad hoc support to the broader team and EA team, including scheduling, logistics, and onboardingDemonstrated ability to support multiple executives across geographiesAvailability to work in the office four days per weekQualifications:
3 to 5 years of experience in an administrative, executive support, or team coordination role, ideally within financial servicesStrong organizational and time management skills, with the ability to navigate competing priorities and meet deadlinesExceptional attention to detail and sound judgment when handling sensitive and confidential informationExcellent written and verbal communication skills, with the ability to engage professionally with diverse stakeholdersProficiency with Google Workspace and virtual meeting platforms, including Zoom or Microsoft TeamsAbility to collaborate effectively across teams and support multiple stakeholdersA proactive and resourceful approach, with the ability to anticipate needs and adapt to a dynamic, fast-paced environmentSagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual.If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.
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