Executive Assistant/Human Resources Specialist

Executive Assistant/Human Resource Specialist

Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, portfolio managers, family offices and enterprise wealth management firms. From its best-in-class user experience to 100% digital onboarding and compliance, behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools, Pascal makes the advisor’s world better.

We are looking for an executive assistant/human resource specialist to help Pascal realize its mission to be a wealthtech leader.

Responsibilities:

• Managing both the CEO and Founder’s phone calls and emails
• Coordinating calendars
• Scheduling appointments and events
• Preparing reports and updating internal databases
• Format information for internal and external communication – memos, presentations, reports
• Organize and maintain the electronic filing system
• Bookkeeping (entering bills, sending bills for approval, creating invoices, paying bills and preparing payroll)
• Human Resources (maintain employee files, HR forms and templates, develop and update HR policies and programs as required)
• General office administration
• Assists with various projects as needed

Skills You Bring:

• Excellent written and verbal communication skills, excellent organization, prioritization skills, ability to learn quickly
• Advanced proficiency with MS Office Suite, including Word, Excel, PowerPoint, and Outlook
• Proficiency with Quickbooks Desktop, PandaDoc, Square, Less Annoying CRM
• Strong interpersonal skills, ability to work both independently and as part of a team
• Ability to work under pressure with attention to detail
• Ability to perform duties in a professional and courteous manner and produce high quality work while meeting deadlines
• Ability to perform multiple concurrent tasks
• Discretion and confidentiality

Experience:

• Post-secondary education
• 5 years of experience as an executive assistant, office manager, etc.
• Wealth management industry or financial advisory administrative experience is preferred
• CHRP designation