Dynamic Executive Assistant at Trilogy Wealth

Step into the role of Executive Assistant at Trilogy Wealth in Winnipeg, MB, for a maternity leave term with a strong chance for permanence. Support Partner Advisors by managing schedules, streamlining workflows, and enhancing productivity.
Join a low-stress, high-performing team at Trilogy Wealth, where your skills will be valued and your ideas will be welcomed. This role requires a self-directed individual with a knack for anticipating needs and eliminating obstacles between clients and advisors. You will have the opportunity to leverage AI tools, process improvements, and your own judgment to ensure a seamless office operation.
Key Responsibilities:
• Manage calendars and scheduling for Partner Advisors
• Act as a liaison between clients and advisors
• Handle correspondence and task management for senior advisors
• Identify and implement process improvements
• Utilize AI and digital tools to enhance productivity
Requirements:
• Bachelor’s degree or equival...