CI Financial

Senior Executive Assistant

CI Financial$88K — $121K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5+ years administrative experience supporting C-level executives
  • Excellent judgment and ability to maintain confidentiality
  • Exceptional organization and time management skills
  • Collaborative attitude, assertive yet flexible personality
  • Experience interacting with senior leaders in fast-paced environments
  • Strong communication skills and emotional intelligence
  • Proficiency in Microsoft Office Suite, PC experience preferred

Responsibilities

  • Manage calendars for multiple managers and teams, resolving conflicts and prioritizing meetings
  • Provide back-up support to other assistants while aiding with projects
  • Oversee day-to-day administrative tasks such as expense reports and mailings
  • Coordinate meeting logistics including conference rooms and IT support
  • Develop and maintain strong relationships with team members, clients, and vendors
  • Arrange travel plans and prepare travel expense reports
  • Assist in preparing presentations and ensuring confidential information handling

Benefits

  • 401(k) Plan with Employer Matching
  • Four subsidized Medical Plan options
  • Employer paid Dental, Vision & Life Insurance
  • Paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts and Health Savings Accounts
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Volunteer days for community giving back
Full Job Description
Responsibilities
  • Calendar management for multiple managers and associated teams. Scheduling meetings and resolving conflicts; coordinating and prioritizing internal and external meetings
  • Working within a team environment and providing back-up coverage to other assistants and aiding with manager's calendars, daily projects
  • Ownership of day-to-day administrative tasks, i.e. time entry, mailings, and expense reports
  • Coordinating conference rooms, video/conference details, IT support, security badges and all meeting logistics
  • Relationship management by developing and maintaining strong connections across teams, with client counterparts and vendors
  • Coordinating travel arrangements including all logistics as well as Travel & Expense Reports
  • Working with Executives and admins to edit, format, prepare presentations for meetings, ensuring proper distribution channels and maintaining utmost confidentiality; printing and binding presentations to distribute to attendees; facilitating secure and seamless information flow by ensuring who, what, when, where for all activities relating to sensitive data; maintain filing systems
  • Organizing team-building events and employee engagement opportunities
  • Fielding inquiries to appropriate team members, responding to employee inquiries, and ensuring a timely response to urgent issues
  • Ad hoc errands and requests
  • Opportunity to get further involved with Executive support and project managing of internal and Client projects to accommodate needs including special projects and ad-hoc assignments


Qualifications & Requirements
  • 3-5+ years administrative experience providing exceptional support to multiple individuals, including directly supporting C-level executives
  • Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
  • Exceptional organization and time management skills with great attention to detail
  • Positive and collaborative attitude, assertive but flexible personality to meet the changing needs of the environment; highly reliable, responsible, and responsive
  • Ability to interact with senior leaders (at all levels) in a fast-paced environment, while remaining flexible, proactive, resourceful, and efficient
  • Ability to effectively manage/coordinate simultaneous projects, and successfully prioritize and multi-task with sound judgment; understands urgency
  • Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
  • Demonstrates emotional intelligence and strong communication skills
  • Bachelor's degree preferred
  • Experience using PC; Proficiency in the Microsoft Office Suite including Word, Excel, PowerPoint, Outlook and Visio


This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $88,000 - $121,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.


U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.


What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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