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Trilogy Wealth

Executive Assistant

Winnipeg, MB, Canada

Job type: Full-time
Apply by: Mar 30, 2027
Posting language: English
Posted: Oct 1, 2026

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Original job description

Job Title: Executive Assistant

Start Date: July 7, 2026

Term End Date: March 31, 2028 (with strong potential for a permanent Position)

Reason for Term: Mat Leave

About Trilogy Wealth

Trilogy Wealth is a premier Wealth Management and Financial Planning firm in Winnipeg, MB, built on a simple belief: when our team thrives, our clients thrive. We serve high-performing individuals and families who trust us to build and protect their wealth and we bring that same level of intention to how we build our team.

We're a lean, high-trust group that values autonomy, forward thinking, and flexibility. We don't micromanage we set a high bar and give you the tools, support, and freedom to meet it in your own way. If you're someone who takes ownership, embraces innovation, and wants to grow inside a firm that's genuinely invested in your success, you'll fit right in here.

The Opportunity

We're are a lean, low-stress but highly driven team looking for a sharp, self-directed Executive Assistant to support our Partner Advisors during a maternity leave term with real potential to grow into a permanent role. This is a dynamic, high-impact role at the center of how our firm operates day to day.

You'll act as the connective tissue between our advisors, portfolio managers, and clients anticipating needs, removing friction, and keeping things running seamlessly. You'll be empowered to make judgment calls, bring new ideas to the table, and leverage AI tools to work smarter, not harder.

What You'll Do

Own and manage the calendars and scheduling of Partner Advisors with precision and foresight
Serve as a key liaison between clients, advisors, and portfolio managers ensuring nothing falls through the cracks
Handle professional correspondence, task management, and organizational workflows on behalf of senior advisors
Identify and implement better ways of doing things we actively welcome process improvements
Leverage AI and other digital tools/platforms to streamline workflows and enhance team productivity
Provide nimble, proactive support wherever it's needed across the office

What You Bring

A bachelor's degree, diploma, or equivalent professional experience
3+ years in financial services or wealth management is a meaningful asset
Comfort and curiosity with digital tools and AI including CRM platforms, Notion, Claude AI, ChatGPT, and similar tools
Exceptional communication skills and a client-first mindset
A natural ability to prioritize, pivot, and manage multiple streams of work without dropping the ball
Proficiency in Microsoft 365 (Outlook, OneDrive, SharePoint, Teams)
A high degree of autonomy you don't wait to be told what needs to be done

What We Offer

Competitive base salary + performance bonus
Comprehensive benefits package (employer paid)
Health Spending Account
Free parking in a great location
RRSP Matching
Genuine flexibility we care about output, not optics
Real runway for growth this term role has strong potential to become permanent

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More about this job

Responsibilities

Manage Partner Advisors’ calendars and scheduling, and coordinate communication among clients, advisors, and portfolio managers. Handle correspondence and workflows, improve processes, use AI and digital tools to increase productivity, and provide proactive office support.

Requirements

Applicants need a bachelor’s degree, diploma, or equivalent professional experience; three or more years in financial services or wealth management is an asset. The role calls for strong communication, client-first service, prioritization, autonomy, proficiency with Microsoft 365, and comfort with digital and AI tools.

Skills

Calendar Management
Scheduling
Client Communication
Professional Correspondence
Task Management
Organizational Workflows
Process Improvement
AI Tools
Digital Tools
CRM Platforms
Microsoft 365
Prioritization
Multitasking
Autonomy
Proactive Support
Client Service

Benefits

Health Spending Account
Free Parking
RRSP Matching
Performance Bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Financial Services
Executive Assistance
Calendar Management
Scheduling
Client Relations
Portfolio Managers
Professional Correspondence
Task Management
Organizational Workflows
Process Improvement
Artificial Intelligence
CRM Platforms
Notion
Claude AI
ChatGPT
Microsoft 365
Outlook
OneDrive
SharePoint
Microsoft Teams
Prioritization
Client-First Service
RRSP Matching
Health Spending Account

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