Executive Assistant- Personal Accounting & Finance

Fulfilling, rewarding, and unique opportunity supporting a high-profile Vancouver business leader. The role primarily involves conducting accounting, bookkeeping, and financial management for the Executives personal accounts and interests. We are ideally seeking someone who has accounting education and work experience, as well as experience handling important administrative tasks, perhaps in an EA capacity. Extremely competitive base salary.

Who- the Company: 
Our client is a highly successful business leader based in Vancouver who has diversified business interests and a large and complex personal finance portfolio.

What- the Role:
Our client seeking a new Executive Assistant, Finance Management for their personal accounting & finance interests, including bank accounts, credit cards, stock accounts, registered savings, etc.
There is a separate Executive Assistant who takes care of the more traditional EA activities for the business leader such as calendar management and meeting coordination and a separate Personal Assistant who takes care of things like personal errands and household oversight… so this new hire will focus entirely on the personal accounting & finance side of things. This is a corporate-office-based role, not an “on the road running errands” kind of role.

Responsibilities include issuing payments via e-transfer and cheques, reviewing expenses, tracking financial costs, reconciling bank statements and credit card accounts, issuing purchase orders, monitoring stock accounts and stock prices (under direction), renewing loans, working with external tax consultants on tax returns, etc.
SWIM will provide interested candidates with a thorough job description.

Who- the Candidate:
We are looking for a very unique individual for this role! Candidates must have some form of formalized accounting education- preferably a CPA designation (from Canada or another country), but we are also open to considering candidates with an accounting diploma, a Bachelor of Commerce with accounting courses, etc.
We’re looking for people with at least 12 years’ work experience, preferably working directly for a very busy and high-profile business leader with a high-net-worth (perhaps supporting an executive at a private equity firm, a hedge fund, an investment bank, at a family executive office, etc.).
More important than the work experience or education is the individual’s soft skills and strengths… some adjectives that come to mind when describing the ideal candidate include:

• Highly organized
• Extremely detail-oriented
• Reliable and punctual
• Loyal, discreet, able to keep information very confidential
• Huge sense of urgency
• Hard working and available as needed outside of regular work hours
• Confident, with the ability to balance sense of urgency with setting boundaries
• Professional and polished
• Self-motivated, with little need for supervision or handholding
• Resourceful and intuitive, able to proactively see issues and mitigate them on behalf of the Executive.
• Savvy with computers and systems

How Much:
Very competitive base salary commensurate with level of skills and relevant experience… the range on the base salary is very wide, from $112,000 to $180,000. We are open to candidates for whom this would represent a significant increase in current earnings, but please know that you will be working hard for that high level of compensation. The compensation package also includes a discretionary performance-based bonus, health benefits, and other great perks. Please discuss further with SWIM.  

Where:
Based in a corporate office in downtown Vancouver. This is a Monday to Friday role, with frequent requests coming in from the Executive in evenings and on weekends.

When & How to Apply: 
Swim Recruiting will be presenting the profiles of short-listed candidates directly to the hiring team. If you already have a Recruiter at SWIM, please reach out very soon. If you do not yet have a contact at Swim Recruiting, please hit 'APPLY NOW' to send us your resume (preferably in MS Word format as it works best with our internal systems). Thank you!