Executive Assistant

Summary

Join Pearl Talent as a fully remote Executive Assistant, supporting executives and driving project initiatives at a leading Toronto-based financial and investment advisory firm. This full-time, independent contractor role offers a competitive salary starting at $1500 per month, with potential for increases based on performance. You will manage corporate expenses, maintain CRM systems, prepare documents, manage calendars, track project progress, conduct research, and build financial models. The ideal candidate possesses strong research, communication, and organizational skills, along with experience in project management and case study writing. Benefits include generous PTO, direct mentorship, learning and development opportunities, and flexible hours.

Requirements

• Have experience in writing and creating case studies for companies
• Strong research, written, and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace
• Excellent organizational and time-management skills
• Familiarity with CRM software (HubSpot preferred)
• Proven track record of successfully managing complex projects
• Attention to detail

Responsibilities

• Manage corporate expenses and invoicing
• Maintain and update the company’s CRM and database systems (HubSpot)
• Organize and manage digital files and records in OneNote
• Prepare and edit correspondence, communications, presentations, and other documents
• Manage and maintain executive calendars, schedule meetings, and coordinate appointments
• Track project progress and provide regular updates to the team
• Coordinate and follow up on action items from meetings
• Lead progressively larger components of projects over time
• Conduct market and client research
• Prepare reports and presentations on market trends and investment prospects
• Build financial models for client and prospect engagements
• Support with the writing and development of government incentive applications
• Manage and update the government incentives database, including program requirements and timelines

Preferred Qualifications

• Experience in financial services or investment advisory
• Familiarity with project management tools
• Background in management consulting
• Understanding of business and the manufacturing sector
• Ability to read and interpret financial statements

Benefits

• Competitive Salary: Starting from $1,500 per month, with the potential for higher compensation based on performance and experience
• Remote Work: Fully remote—work from anywhere
• Generous PTO: 10 days of paid time off
• Direct Mentorship: Grow through guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Work-Life Balance: Flexible hours that support a healthy work-life balance