TW

Trilogy Wealth

Verified Job Source

Financial Planning for Canadian Millennials, Retirees and Business Owners

Financial Services
1–10 people

Open positions

Executive Assistant

On-site · Winnipeg

Manage Partner Advisors’ calendars and scheduling, and coordinate communication among clients, advisors, and portfolio managers. Handle correspondence and workflows, improve processes, use AI and digital tools to increase productivity, and provide proactive office support.