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Sagard

Executive Assistant, Credit

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Experience: 3 to 5 years of experience in an administrative, executive support, or team coordination role, ideally within financial services
Posting language: English
Posted: Nov 2, 2026

Original job description

Sagard Overview:

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth.

Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 540 professionals.

Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.

More at https://www.sagard.com

Position Overview:

Based in Toronto, the Executive Assistant is a key member of the Credit team, supporting professionals from partners and principals to associates. This person will keep the team connected and running smoothly through coordination of schedules, meetings, travel, projects, events, and CRM reporting, while serving as a trusted partner across broader team initiatives as the function grows.

Responsibilities:

Oversee daily operations for members of the Credit team, including complex calendar management, scheduling internal and external meetings across time zones, and coordinating with EAs as needed
Serve as a gatekeeper and key point of contact for the executive(s), liaising with vendors, clients, colleagues, and other stakeholders
Manage incoming emails and requests, prioritizing and delegating as appropriate
Oversee all aspects of domestic and international travel
Prepare, review, and submit expense reports in Concur; proficiency with Concur is considered an asset
Coordinate conference attendance for several executive(s), including registration, travel, materials, and promotional items, and support the planning and execution of team events
Partner with the Office Coordinator on in-office logistics, including meetings, catering, conference rooms, and printing, and serve as the primary backup during their absences, assuming full responsibility for office operations and on-site coordination
Use Affinity and DealCloud to research contacts and companies, maintain accurate records, and log notes and meetings; proficiency with Affinity is considered an asset
Demonstrate familiarity with AI and productivity tools and apply them to streamline workflows and improve efficiency
Provide ad hoc support to the broader team and EA team, including scheduling, logistics, and onboarding
Demonstrated ability to support multiple executives across geographies
Availability to work in the office four days per week

Qualifications:

3 to 5 years of experience in an administrative, executive support, or team coordination role, ideally within financial services
Strong organizational and time management skills, with the ability to navigate competing priorities and meet deadlines
Exceptional attention to detail and sound judgment when handling sensitive and confidential information
Excellent written and verbal communication skills, with the ability to engage professionally with diverse stakeholders
Proficiency with Google Workspace and virtual meeting platforms, including Zoom or Microsoft Teams
Ability to collaborate effectively across teams and support multiple stakeholders
A proactive and resourceful approach, with the ability to anticipate needs and adapt to a dynamic, fast-paced environment

Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual.

If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.

Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.

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More about this job

Responsibilities

The Executive Assistant will manage daily operations for the Credit team, including complex scheduling, travel arrangements, and expense reporting. They will also serve as a key point of contact for stakeholders and assist with office logistics and CRM data management.

Requirements

Candidates must have 3 to 5 years of administrative experience, preferably within the financial services sector. Strong organizational skills, proficiency in Google Workspace, and the ability to handle confidential information with sound judgment are required.

Skills

Calendar management
Travel coordination
Expense reporting
Concur
Affinity
DealCloud
Google Workspace
Zoom
Microsoft Teams
Administrative support
Time management
Communication
Project coordination
CRM reporting
Office logistics

Visa sponsorship

Not detected in the job text

Keywords

Executive Assistant
Credit
Financial Services
Calendar Management
Travel Coordination
Expense Reports
Concur
Affinity
DealCloud
Google Workspace
Zoom
Microsoft Teams
Administrative Support
CRM
Office Operations
Stakeholder Management
Logistics
Onboarding
Productivity Tools
AI

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