Executive Assistant

CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling educational presentations. Ultimately were focused on investors getting better service understanding their investments and feeling at ease knowing their future is secure.

Since launching in 2019CapIntelhas seen rapid adoption and industry recognition earning top placements in Deloittes Technology Fast 50 Canada and Fast 500 North America in 2025 ranking us among thefastest-growing technology companies. To support this momentumweregrowing our teamrapidlyinvestingin people who drive innovation at scale to expand our impact across the North American wealth management industry.

This is a full-time hybrid role based in our Halifax office.

This is a close-support role. As Executive Assistant to the CEO your focus is one person: making sure our CEO can operate at their best every single day. Youll manage their time keep their world organized and handle the full range of tasks that come with supporting a startup CEO including both professional and personal support as needed.

Yourethe kind of person who stays two steps proactively manage the CEOs priorities and quietly solve problems before they become problems. If that kind of variety energizes rather than frustrates youyoullthrive here.

Calendar Management

• Own the CEOs calendar. Stay ahead ofwhatscoming ensure meetings are scheduled with the right flow and pacing throughout the week protect focus time and resolve conflicts before they surface
• Proactivelyanticipatekey meetings projects and deadlines on the horizon -flagging preparation needs and ensuring the CEOs time is alwaysallocatedintentionally
• Prepare briefing notes agendas and pre-reads ahead of key meetings so the CEO walks in ready
• Capture and distribute meeting notes and action items and follow up to ensure completion

Travel & Expenses

• Coordinate domestic and international travel with an extremelyhigh levelof detail-every flight hotel transfer and itinerary step should be planned and confirmed in advance leaving nothing to chance.
• Tracksubmit and reconcile the CEOs expenses per diems and benefits submissions accurately and on time

Inbox & Communications

• Act as a professional first point of contact between the CEO and internal teams board members investors and external partners
• Handle all communications with impeccable written and verbal communication skills professionalism and discretion

Office & Operational Support

• Support board meeting preparation as neededincluding helping prepare materials and being present and available to handle any requests or issues that arise.
• Helpmaintainrelationships with key external stakeholders by keeping communicationtimelyand polished
• Partner on company events offsites and team meetings providing hands-on support and being present where needed.
• Stay close to the CEOs priorities and proactively plug in to ad hoc projects cross-functional initiatives and time-sensitive needs as they arise

Personal Assistance

• Provide personal support to the CEO as needed alongside professional responsibilities
• Manage personal scheduling and day-to-day tasks with the same discretion and reliability as any other part of the role

• 2 years of experience as an Executive Assistant supporting a senior leader ideally in a startup or fast-paced tech environment or as an Associate at a wealth management practice.
• You have experience in or exposure to fintech wealthtech or financial services. Familiarity with how the industry moves is a definite asset
• Exceptional organizational skills and the ability to manage multiple competing priorities without losing the thread
• High emotional intelligence - you read the room adapt quickly and know when to act independently versus when to check in
• Impeccable written and verbal communication skills; you represent the CEO professionally in every interaction
• Absolute discretion with sensitive information both professional and personal
• Comfort with ambiguity and startup high growth pace. You dont need every detail defined to take effective action
• Proficiency with Microsoft 365 Slack and Confluence
• A valid drivers license and access to a reliable vehicle
• Genuine openness to both professional and personal support as part of the role
• Currently residing in Halifax or ability to relocate. Forthe right candidate wewillprovidearelocationallowance.

• Youve supported a CEO or founder at a startup with under 200 employees
• You have experience managing professional and personal schedules simultaneously
• Youre a proactive communicator who flags issues early and brings solutions not just problems
• Yourecalm resilientand reliable even when priorities shift mid-day

#LI-AC1

We care most about mindset:yourdrivecuriosityandcommitmentto deliveringgreat experiencematters weknow thatcareersarentalways linear. If this role excitesyouand you believe you can make an impactwith uswe want to hear from you.

Learn more aboutlife atCapIntelon ourCareerspage including the virtues that inspire how we work and theperksand benefits designed to support your growth and team built on trust respect and collaboration. This powerseverything we doand creates a space to challenge and elevate each otheras we work towards our shared this speaks to youwedbe excited to have you with us.