Location
winnipeg, mb, Canada
Posted
June 25, 2026
Job Description
Trilogy Wealth in Winnipeg, MB, is seeking an Executive Assistant for a maternity leave term, with an excellent chance for a permanent position. Provide high-impact support to advisors while optimizing organizational workflows.
This role offers a unique opportunity to thrive in a dynamic, low-stress environment. You will work closely with Partner Advisors, ensuring seamless communication and efficient operations while being encouraged to introduce innovative ideas and improvements. Your responsibility in managing advisors' calendars and professional correspondence will be pivotal to our success.
Key Responsibilities:
• Manage Partner Advisors' schedules with accuracy
• Act as a liaison ensuring smooth communication
• Oversee task management and workflows for advisors
• Implement process enhancements actively
• Utilize AI tools to streamline office productivity
Requirements:
• Relevant bachelor’s degree or equivalent experiences
• 3+ years in the financial ...
This role offers a unique opportunity to thrive in a dynamic, low-stress environment. You will work closely with Partner Advisors, ensuring seamless communication and efficient operations while being encouraged to introduce innovative ideas and improvements. Your responsibility in managing advisors' calendars and professional correspondence will be pivotal to our success.
Key Responsibilities:
• Manage Partner Advisors' schedules with accuracy
• Act as a liaison ensuring smooth communication
• Oversee task management and workflows for advisors
• Implement process enhancements actively
• Utilize AI tools to streamline office productivity
Requirements:
• Relevant bachelor’s degree or equivalent experiences
• 3+ years in the financial ...