Responsibilities

Provide administrative support such as arrange travel, schedule conference calls, meetings and maintain notes, as needed
Manage travel vendor relationship and serve as the principal point of contact for all administrative team support needs
Coordinate agenda and priorities for the weekly Finance/Operations team meeting; follow up on assigned tasks
Assist in preparing and submitting expense reports for the CFO and Finance Operations team
Provide ad hoc support to the team such as editing, proof reading, data entry/retrieval, etc.
Assist the A/P process with vendor/wire verification and occasionally provide backup coverage
Leverage technical capabilities to provide comprehensive support for ad hoc projects such as research, benchmarking and automation initiatives
Assist in the preparation and assembly of presentations
Coordinate and facilitate workshops and team-building events
Assist with finance training workshops and other admin onboarding
CRM database entry and maintenance, general filing, mail sorting, photocopying
Provide general office support and coverage duties as required
Occasional overtime may be required to support and ensure timely completion of priorities

Qualifications

Minimum of 2-3 years of related administrative support experience; financial services or accounting knowledge considered an asset
Post-secondary education in Office Administration or Business Administration considered an asset
Ability to be involved in sensitive and confidential matters related to daily operations
High degree of proficiency with computer software tools including Microsoft Office (Word, Excel, PowerPoint, Outlook, Visio)
Familiarity with ERP systems and AI is considered beneficial and a willingness to quickly adapt to new applications and processes
Ability to work under tight deadlines, well-organized with attention to detail and an ability to deal with multiple priorities
Strong self-starter with good organizational and time-management skills
Demonstrates outstanding teamwork and possesses exceptional communication skills, consistently fostering a collaborative and positive workplace atmosphere

Peak Associates Limited

Open Positions