Executive Assistant, Investment Banking

What You'll Be Doing

Stifel Canada is looking for a highly motivated full-time Investment Banking Executive Assistant to provide high-level administrative support and customer service to the Head of Investment Banking. The Assistant will be responsible for performing an array of administrative functions including, but not limited to providing support for professional tasks requiring confidentiality, initiative, and sound decision making.  The ability to interact with staff (at all levels) in a fast-paced environment, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism is crucial to this role. You will need to adapt procedures, processes, and techniques for the completion of assignments and in line with the department’s activities and goals.

Stifel Canada has a strong position in the Canadian market, has an international reach and is continuing to grow by adding top talent. The role offers candidates an opportunity to gain valuable, hands-on work experience that is focused on the financial markets.  In Canada, we are primarily organized into industry teams focused on specific sectors. These include: Technology, Consumer, Diversified Industries, Life Sciences, and Metals & Mining.

Stifel Canada is offering a unique opportunity to work with an experienced team with an exceptional track record and a large global network of relationships.

Note – This position is based at our Toronto office and requires in-person attendance.

Salary range: $75,000 – $85,000 annually.

The base pay offered will be determined based upon the candidate's skills and experience, job-related knowledge, and other specific business and organizational needs.

What We're Looking For

The Executive Assistant will be responsible for the following tasks:

• Perform administrative duties, including multi-calendar management, filing, mailing, creating and maintaining records, and miscellaneous administrative support as needed;
• Providing support for professional task upon request;
• Coordinate and organize business meetings, conferences, presentations and client events;
• Prepare agendas and material;
• Ensure Head of Investment Banking is well prepared for meetings and provide pre-briefings if needed;
• Manage executive email inbox and respond as required;
• Coordinate complex air and ground travel arrangements and scheduling;
• Prepare monthly expense reports and other monthly reporting duties;
• Prepare client invoices;
• Liaising with staff and clients. Taking notes and writing minutes during meetings;
• Prepare deal-related correspondence;
• Maintain multiple extensive contact databases;
• Client interfacing where required, and handling of general email and phone inquiries;
• At all times remind and update about important tasks and deadlines; and
• Various business and ad hoc request may be assigned from time to time.

What You'll Bring

A high regard for detail and accuracy are essential. The role of the Investment Banking Executive Assistant is challenging, fun and fast-paced. It requires dedication, passion for the industry, and a solid work ethic.

• Knowledge of capital markets and the financial services industry would be an asset;
• Excellent oral and written communication skills complemented by exceptional interpersonal skills;
• Quick learner, with good ability to grasp new information;
• Committed to providing excellent customer service;
• Extremely high level of discretion and confidentiality, both in and out of the office;
• Ability to work under a high pressure and time sensitive environment;
• Well-developed time management skills;
• Meticulous attention to detail and critical thinking skills;
• Strong multi-tasking ability complemented by excellent prioritization and organization skills;
• Teamwork skills complemented by the ability to work independently, and initiative taking; and
• Desire to join and help build a winning team.

Education & Experience

• Minimum three years prior executive assistant work experience in investment banking or management consulting.

Systems & Technology

• Proficient in Microsoft Outlook, PowerPoint, Excel and Word; and
• Proficient in Zoom.

About Stifel

Stifel Canada (https://www.stifel.com/institutional/StifelCanada) is a leading provider of investment banking services, including advisory and underwriting, institutional sales and trading and research services.  We offer a full suite of focused debt capital markets, equity capital markets, financial advisory, and investment services, delivering superior advice and execution to a broad range of corporate clients and institutional investors worldwide.

Stifel Canada is a subsidiary of Stifel Financial Corp., a public (NYSE – SF) full-service global investment bank with over 8,500 personnel operating in Canada, the United States and Europe. This includes over 400 investment banking professionals serving the needs of growth companies through specialized expertise and strong relationships within its core industries. As a growth company itself, Stifel’s passion is in bringing the right combination of people, products and services to the table to help our clients grow and excel for the long term.

At Stifel Canada we offer an entrepreneurial environment, competitive pay, paid time off, a comprehensive benefits package which includes but is not limited to health, dental, paramedical and vision care, healthcare/lifestyle spending account, wellness initiatives, life insurance.

Inclusiveness and Equal Opportunity

At Stifel Canada we are committed to our vision of an equitable, diverse and inclusive finance industry where people of all genders, races, sexual orientations and abilities have equal opportunity to advance, succeed and lead.

If you require an accommodation for the recruitment process, please let us know and we will work with you to meet your needs.

Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.