About Longevity Achieved

Longevity Achieved is a forward-thinking wealth management firm committed to helping clients achieve their long-term financial goals through strategic planning and a holistic approach. Having evolved from its brokerage origins, the firm is now on a path of accelerated growth, continuously expanding both its service offerings and client base.

We foster a culture of collaboration, innovation, and results-driven performance. As we scale, we are looking for an Executive Assistant who can bring structure, efficiency, and strategic thinking to support the Managing Partner in delivering world-class service to our clients.

Longevity values:

• DYNAMISM: Fuelling action, speed, and continual excellence.

• UNITY: Harmonising wealth and well-being.

• HONOUR: Upholding trust, duty, and ethical conduct.

• BOLDNESS: Pioneering courage, innovation, and decisive action.

• EMPOWERMENT: Enabling choice, strength, and personal growth.

Role Overview

This is not a conventional administrative role. As the Executive Assistant, you will serve as the right hand to the Managing Partner, orchestrating a full spectrum of initiatives that go beyond calendar management. Through precise time & decision management, proactive project oversight, and impeccable communication skills, you will enable high-level decision-making and guard the Managing Partner's most valuable resources: time, attention, and strategic bandwidth.

Key Responsibilities

1. Time & Decision Management

• Strategic Calendar Oversight: Proactively schedule and optimize the Managing Partner's calendar, ensuring alignment with top priorities and minimizing disruptions.

• Decision Pre-Filtering: Assess incoming requests and tasks, triaging urgency to streamline the Managing Partner's focus on critical, high-value activities.

• Efficiency Tracking: Develop and maintain metrics to gauge time allocation and make recommendations for improving executive productivity.

2. Inbox & Communication Management

• Email Correspondence: Organize and prioritize email flow, drafting responses that reflect our professional standards and brand voice.

• Client & Stakeholder Liaison: Serve as the first point of contact for key clients, internal teams, and external partners, ensuring clarity, responsiveness, and polished communication.

• Document Preparation & Editing: Create, refine, and proofread memos, presentations, and reports with meticulous attention to detail.

3. Meeting & Event Coordination

• Agenda Setting & Prep: Plan executive-level meetings, organizing pre-meeting materials to support informed decision-making.

• Follow-Up & Accountability: Own the post-meeting process by delegating tasks, tracking deadlines, and sending timely reminders to maintain progress.

• Event Logistics: Assist with the coordination of both internal and client-facing events, managing everything from venue bookings to final logistics.

4. Operational & Project Support

• Administrative Systems: Oversee records management and reporting processes, ensuring compliance with wealth management regulations.

• Project Ownership: Track and manage critical projects end-to-end, collaborating with cross-functional teams to meet deliverables.

• Process Optimization: Identify operational bottlenecks and introduce tools, templates, or workflows that streamline daily operations.
5. Travel & Logistics Management

• Comprehensive Coordination: Book travel arrangements, create detailed itineraries, and prepare contingency plans for any unanticipated changes.

• Expense & Documentation: Maintain clear travel documentation and expense reports, ensuring prompt reconciliation for budget accuracy.

Qualifications

• Experience: 2+ years in a high-level administrative or Executive Assistant role (finance, consulting, or fast-paced corporate environments preferred).

• Organizational Excellence: Demonstrated ability to manage complex schedules and competing priorities under tight deadlines.

• Technological Proficiency: Advanced skills in Microsoft Office Suite, plus familiarity with scheduling and collaboration platforms (e.g., Outlook, Teams, Google Workspace, or similar).

• Professional Discretion: Track record of handling confidential information with the utmost integrity and adherence to compliance standards.

• Communication & Emotional Intelligence: Strong written and verbal skills, coupled with a high EQ for navigating diverse personalities, managing conflict, and delivering impeccable client service.

• Adaptability & Autonomy: A self-starter who excels in a results-driven environment, comfortable working both independently and as part of a cross-functional team.

What We Offer

• Competitive Salary: A compensation range of $49K–$55K annually, negotiable based on experience and value-added contributions.

• Hybrid Work Model: A balance of in-office presence in Mississauga and remote flexibility.

• Growth & Development: Access to professional development resources, plus opportunities to expand industry knowledge in wealth management and financial services.

• Health Benefits: Comprehensive coverage to support your well-being.

Why Join Longevity Achieved?

• Strategic Impact: Play a pivotal role in a forward-looking wealth management firm that values innovation and client satisfaction.

• Collaborative Culture: Work alongside an engaged leadership team and dynamic colleagues committed to continuous improvement.

• Long-Term Vision: Become part of a growing organization where your input and proactive solutions can shape both the firm's and your own professional future.
Longevity Achieved supports a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.