Executive Assistant

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Job Description

The candidate will provide high-level executive and operational support to C-level executives. This support includes, but is not limited to, day-to-day administrative functions, assisting with client engagement and communications, and acting as a critical link between the teams. The ideal candidate is mature, organized, detail-oriented, proactive, tech-savvy, skilled in customer communication and sales enablement tools, and highly effective at managing multiple priorities.

Responsibilities:

General Executive Support

• Manage and maintain assigned executives' calendars, including meetings, appointments, and reminders for key deadlines.
• Prepare and edit correspondence, reports, and presentations.
• Coordinate and organize executive and team meetings and events in collaboration with relevant staff.
• Ensure executives are fully prepared for meetings and events by assembling materials and necessary information.
• Develop a strong understanding of each executive's business areas and proactively support related team members.
• Arrange travel, including booking flights, hotels, and transportation.
• Manage and organize files, documents, reports, and presentations.
• Handle ad-hoc issues, solve problems, and act on behalf of the executives when appropriate.
• Prepare meeting agendas, take meeting notes, and track action items to ensure accountability and follow-up.
• Maintain organized documentation, contracts, and sales/marketing files.
• Manage sensitive and confidential information with absolute discretion.

Customer Relations & CRM

• Serve as a point of contact for internal and external clients, providing timely and professional support.
• Address general client inquiries or route them to the appropriate department.
• Assist in strengthening customer relationships through follow-ups, surveys, and engagement initiatives.
• Demonstrate strong knowledge of CRM systems and procedures to ensure accurate data entry, tracking, and follow-up.
• Support logistics for client and industry events as needed.

Team Collaboration

• Work collaboratively with other Executive Assistants to facilitate smooth workflows and operational efficiency.
• Participate in regular team check-ins to align on priorities and share updates.
• Provide cross-coverage and backup support during absences or peak periods.

Qualifications:

• 2–3 years of experience in executive support.
• Proficiency with CRM systems such as Salesforce or HubSpot.
• Ability to use sales applications, dashboards, and reporting tools.
• Strong organizational skills and superb communication skills.
• Excellent customer service and relationship-building abilities.
• Ability to multitask, work independently, and support cross-functional teams.
• Proficiency in Microsoft Office Suite and other relevant productivity tools.

Why should you join us?

• We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
• We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
• We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
• We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
• We care about your family - Paid parental leave for eligible employees with a top-up.
• We care about your future – Generous Group RRSP matching and an optional TFSA program.
• We care about your development – We offer training opportunities and tuition support year-round.

Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People & Culture team at - We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.