Job Posting – Executive Office Manager

This is an exciting opportunity to join – and help build – a new, unique and innovative financial-services organization with significant growth potential and an important social mission.

YOUR SKILLS & PROFILE:

  • Advanced proficiency with Microsoft Word, PowerPoint & Excel
  • Intermediate proficiency with accounting software (e.g. QuickBooks)
  • Familiarity with site-editing tools, e.g. SquareSpace, WIX; WordPress
  • Advanced written/oral communication skills; creative writing skills a plus
  • Curious, creative, results-driven self-starter with the desire and ability to learn in an unstructured, multidisciplinary environment
  • Strong interpersonal and problem-solving skills; attention to detail
  • Desire to build and advance in a rapidly-growing business employees
  • Professional or graduate degree; knowledge of/experience with financial services; basic legal research/drafting skills

WE ARE:

  • A disruptor with a social conscience in the pension industry, looking for like-minded clients and talent – like you
  • Flexible, challenging, encouraging, respectful and fun
  • A believer in long-term relationships

A DAY IN THE LIFE

A typical day as Executive Office Manager with Blue Pier™ will include one or more of the following:

  • Manage accounts payable/receivable; issue invoices; review/pay supplier invoices; establish/maintain payroll tax reporting systems & procedures; prepare financial statements and reports; support preparation and filing of tax returns
  • Prepare memoranda, client decks; costing models
  • Maintain physical and digital corporate records; prepare draft documents – e.g. resolutions, agreements, minutes; corporate filings
  • Source/qualify/engage suppliers – e.g. IT/office equipment; marketing materials; print and online advertising; insurance; leasehold space; event catering
  • Take, prepare, circulate and finalize meeting minutes
  • Maintain CEO calendar & address book
  • Maintain online CRM systems
  • Respond to client enquiries and schedule client meetings
  • Contribute to work planning and business strategy development
  • Optional: draft short articles, blog posts and marketing pieces

POSITION INFORMATION

TYPE: Full-time
SALARY: $55,000 – $68,000, depending on qualifications
BONUS: Up to 8%. Potential for equity participation after one year.
TERMS: One-year, renewable. Three-month probationary period.
LOCATION: Toronto financial district, on the PATH

MISSION

To make a workplace pension accessible to all Canadian employers and their employees

VISION

Sustainable and secure pensions for ALL Canadians

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