Job Description
Join Trilogy Wealth in Winnipeg, MB, as an Executive Assistant for a term role with potential for permanence. Support senior advisors while optimizing workflows and leveraging cutting-edge digital tools.
At Trilogy Wealth, we foster a supportive and innovative work environment. The Executive Assistant will play a central role, connecting advisors, portfolio managers, and clients. You’ll be responsible for efficiently managing schedules, professional correspondence, and organizational tasks while embracing process enhancements and AI technologies to improve team performance.
Key Responsibilities:
• Own and manage the calendars of Partner Advisors
• Serve as a liaison to prevent communication gaps
• Handle task management and correspondence for advisors
• Identify better operational processes and implement them
• Leverage AI tools to enhance workflow efficiency
Requirements:
• Bachelor’s degree or relevant professional experience
• 3+ years in wealth managem...
At Trilogy Wealth, we foster a supportive and innovative work environment. The Executive Assistant will play a central role, connecting advisors, portfolio managers, and clients. You’ll be responsible for efficiently managing schedules, professional correspondence, and organizational tasks while embracing process enhancements and AI technologies to improve team performance.
Key Responsibilities:
• Own and manage the calendars of Partner Advisors
• Serve as a liaison to prevent communication gaps
• Handle task management and correspondence for advisors
• Identify better operational processes and implement them
• Leverage AI tools to enhance workflow efficiency
Requirements:
• Bachelor’s degree or relevant professional experience
• 3+ years in wealth managem...
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