Executive Assistant

Sagard

$80K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 3 years supporting C-suite or partner-level principals
  • Preferred background in financial services, venture capital, or startups
  • Proven experience managing complex, multi-timezone calendars
  • Familiarity with CRM systems like Affinity or DealCloud
  • Strong skills in workflow automation tools such as n8n or Zapier
  • Exceptional organizational skills with attention to detail
  • Advanced proficiency in Google Workspace and comfort with AI tools

Responsibilities

  • Manage the Co-Head's calendar with competing priorities
  • Prepare comprehensive meeting briefs for external engagements
  • Oversee travel arrangements, including flights and accommodations
  • Support fundraising meeting preparations and pipeline tracking
  • Automate workflows using tools like Google Apps Script
  • Coordinate onboarding logistics for new hires
  • Assist in planning and executing firm-wide events

Benefits

  • Comprehensive health and wellness programs
  • Flexible working hours and remote work options
  • Professional development opportunities and training
  • Collaborative and supportive team culture
  • Access to advanced technological tools and resources
Full Job Description
Position Overview

The Executive Assistant to the Co-Head & General Partner is based out of Toronto and provides comprehensive administrative and operational support in a fast-paced, high-stakes investment environment. This role requires sound judgment, strong organizational skills, and the ability to manage competing priorities across time zones with minimal direction. The successful candidate will play a meaningful role in the day-to-day effectiveness of the GP and, over time, contribute to the team's broader operational infrastructure through automation and workflow improvement.

Compensation: CAD$80,000 to CAD$115,000

Responsibilities:

Calendar & Meeting Management
  • Manage the GP's calendar end-to-end, including multiple changing priorities
  • Prepare meeting briefs for all external meetings, including attendee research, company backgrounds, CRM interaction history, and LinkedIn profiles
  • Coordinate in-person meeting logistics, including room bookings across Toronto and NYC offices and preferred venue guidance by city
  • Flag scheduling conflicts proactively
  • Work closely with the Co-Head's Chief of Staff to align on priorities, communications, and operational needs


Travel Coordination
  • Book all flights through the firm's travel agent, providing the GP with options that include scheduling conflicts and relevant notes
  • Manage hotel bookings, ground transport, check-in logistics, and boarding pass delivery
  • Add travel blocks, airport buffer time, and location holds to the calendar
  • Coordinate city-specific in-person meeting priorities in advance of each trip
  • Ensure all Electronic Travel Authorization (eTA) and visa requirements are addressed before departure


Fundraising & Pipeline Support
  • Prepare a weekly summary of upcoming fundraising meetings with prepared notes
  • Tag and track fundraising interactions in DealCloud; maintain Affinity pipeline lists during weekly check-ins
  • Support IC meeting management, including quorum tracking, agenda updates, and coordination with the broader investment team
  • Draft and send NDAs in coordination with legal
  • Add new pipeline companies to Affinity and upload materials to the appropriate Google Drive folders


Automation & Operational Tooling
  • Build and maintain automated workflows (n8n, Google Apps Script) across Gmail, Google Calendar, Affinity, DealCloud, and Google Sheets
  • Develop AI-assisted workflows for recurring tasks including meeting prep briefs, calendar classification, onboarding emails, and expense processing
  • Create and maintain operational reference materials including restaurant guides, RSVP tracking sheets, and process documentation


Team & Event Support
  • Coordinate onboarding logistics for new hires, including scheduling introductory meetings with the venture team
  • Support planning and execution for firm events, including the annual Confluence networking event and the biennial CEO Summit
  • Manage portfolio CEO onboarding emails and maintain related tracking sheets
  • Process expenses in Concur as a delegate, assigning accurate deal codes, cost centres, and business purpose comments for each line item
  • Provide coverage for team EAs during holidays, leaves of absence, and other absences to ensure continuity of support


Qualifications:
  • Minimum 3 years of executive assistant or senior administrative experience supporting a C-suite or partner-level principal
  • Prior experience in a financial services, venture capital, private equity, or startup environment strongly preferred
  • Demonstrated experience managing complex, multi-timezone calendars and international travel logistics
  • Experience with CRM platforms (Affinity, DealCloud, Salesforce, or equivalent) is an asset
  • Experience building or maintaining workflow automations (n8n, Zapier, Make, Google Apps Script, or similar) is a significant asset
  • Exceptional organizational skills and the ability to manage competing priorities without losing detail
  • Strong written and verbal communication; able to draft clear, professional correspondence from minimal context
  • Advanced proficiency with Google Workspace (Calendar, Gmail, Drive, Sheets, Docs)
  • Comfort with AI tools (Claude, ChatGPT, or equivalent) applied to real operational workflows
  • Sound discretion with confidential information, including financial data, legal documents, and personal details
  • A proactive, ownership-oriented approach; takes reasonable initiative and adjusts based on feedback
  • Collaborative team player who supports colleagues and contributes to a positive, high-performance culture
  • Ability to handle a high-velocity culture with multiple workstreams ongoing at once
  • High flexibility and tolerance for ambiguity

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