Executive Assistant - Regulatory and Brokerage & Trading at Wealthsimple

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Experience providing administrative support to multiple leaders simultaneously
Strong organizational skills with exceptional attention to detail
Excellent written and verbal communication abilities
Proactive problem-solving approach and ability to make decisions independently
Proficiency with Google Workspace, calendaring systems, and expense management tools
Ability to maintain confidentiality and exercise discretion with sensitive information
Experience prioritizing competing demands in a thoughtful, strategic manner
Commitment to creating inclusive environments aligned with Wealthsimple's values

Responsibilities

Manage calendars for 3-4 VPs, including scheduling meetings, prioritizing commitments, and ensuring time for strategic work
Process expenses and manage financial approvals efficiently
Coordinate business travel arrangements, including booking transportation, accommodation, and preparing necessary documentation
Support logistics for team events, offsites, and all-hands meetings as needed and in collaboration with other EAs across the organization and within Regulatory and Brokerage & Trading
Maintain confidentiality when handling sensitive information and communications
Identify opportunities to create processes that increase VP effectiveness and team cohesion
Solve problems proactively, anticipating needs before they arise

Skills

Calendar Management

Scheduling

Expense Processing

Financial Approvals

Travel Coordination

Event Logistics

Administrative Support

Operational Support

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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