Executive Assistant

Job summary

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.

Job details

Job Title: Executive Assistant Start Date: July 7, 2026 Term End Date: March 31, 2028 (with strong potential for a permanent Position) Reason for Term: Mat Leave About Trilogy Wealth Trilogy Wealth is a premier Wealth Management and Financial Planning firm in Winnipeg, MB, built on a simple belief: when our team thrives, our clients thrive. We serve high-performing individuals and families who trust us to build and protect their wealth and we bring that same level of intention to how we build our team. We're a lean, high-trust group that values autonomy, forward thinking, and flexibility. We don't micromanage we set a high bar and give you the tools, support, and freedom to meet it in your own way. If you're someone who takes ownership, embraces innovation, and wants to grow inside a firm that's genuinely invested in your success, you'll fit right in here. The Opportunity We're are a lean, low-stress but highly driven team looking for a sharp, self-directed Executive Assistant to support our Partner Advisors during a maternity leave term with real potential to grow into a permanent role. This is a dynamic, high-impact role at the center of how our firm operates day to day. You'll act as the connective tissue between our advisors, portfolio managers, and clients anticipating needs, removing friction, and keeping things running seamlessly. You'll be empowered to make judgment calls, bring new ideas to the table, and leverage AI tools to work smarter, not harder. What You'll Do Own and manage the calendars and scheduling of Partner Advisors with precision and foresight Serve as a key liaison between clients, advisors, and portfolio managers ensuring nothing falls through the cracks Handle professional correspondence, task management, and organizational workflows on behalf of senior advisors Identify and implement better ways of doing things we actively welcome process improvements Leverage AI and other digital tools/platforms to streamline workflows and enhance team productivity Provide nimble, proactive support wherever it's needed across the office What You Bring A bachelor's degree, diploma, or equivalent professional experience 3+ years in financial services or wealth management is a meaningful asset Comfort and curiosity with digital tools and AI including CRM platforms, Notion, Claude AI, ChatGPT, and similar tools Exceptional communication skills and a client-first mindset A natural ability to prioritize, pivot, and manage multiple streams of work without dropping the ball Proficiency in Microsoft 365 (Outlook, OneDrive, SharePoint, Teams) A high degree of autonomy you don't wait to be told what needs to be done What We Offer Competitive base salary + performance bonus Comprehensive benefits package (employer paid) Health Spending Account Free parking in a great location RRSP Matching Genuine flexibility we care about output, not optics Real runway for growth this term role has strong potential to become permanent

What you’ll do

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.

Requirements

Applicants need a bachelor’s degree, diploma, or equivalent professional experience; three or more years in financial services or wealth management is an asset. The role calls for strong communication, client-first service, prioritization, autonomy, proficiency with Microsoft 365, and comfort with digital and AI tools.

Benefits

• Employer-Paid Benefits Package
• Health Spending Account
• Free Parking
• RRSP Matching
• Performance Bonus

Listed skills

• Customer service · Preferred
• Microsoft 365 · Preferred
• Multitasking · Preferred
• Prioritization · Preferred
• scheduling · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Calendar Management
• Scheduling
• Client Communication
• Professional Correspondence
• Task Management
• Organizational Workflows
• Process Improvement
• AI Tools
• Digital Tools
• CRM Platforms
• Microsoft 365
• Prioritization
• Multitasking
• Autonomy
• Proactive Support
• Client Service

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Management & Leadership