Executive Assistant
FNZ is a global wealth management platform provider.
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will provide high-level administrative support to multiple senior leaders. You will manage complex calendars across time zones, coordinate meetings and travel, prepare documents and communications, track actions, process expenses and procurement requests, and maintain confidential records. You will also improve administrative workflows and use approved AI tools to increase productivity and quality.
Requirements
- At least 5 years of experience as an Executive Assistant
- Experience supporting multiple senior stakeholders
- Experience in financial services fintech or technology-driven environments is advantageous
- Ability to work across time zones and support senior leaders remotely
- Strong organisational proactive and detail-focused approach
- Ability to work independently manage competing priorities and take initiative
- Strong relationship-building skills with senior stakeholders and service providers
- Flexibility to support a broad range of administrative tasks
- Strong problem-solving skills
- High discretion and understanding of confidentiality requirements
- Strong written and verbal communication skills
- Advanced knowledge of Microsoft Word Excel PowerPoint and Outlook
- Familiarity with AI-enabled productivity tools
- Self-directed and delivery-focused approach
Responsibilities
- Provide administrative support to multiple senior leaders
- Manage complex calendars across time zones
- Screen and manage executive inboxes
- Prepare agendas papers minutes and action logs
- Track meeting actions and follow up with owners
- Arrange domestic and international executive travel
- Process procurement requests and purchase orders
- Reconcile corporate credit card statements and process expenses
- Maintain documents files and records
- Support office administration and administrative team coverage
- Complete mandatory risk and compliance training
- Use AI tools to improve administrative processes
- Identify workflow improvements and share best practices