Senior Executive Assistant, Finance (Contract)
Wealthsimple
Administration, Accounting & Finance
New York, NY, USA
Posted on Jul 9, 2025
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the Finance Team
Our Finance organization is essential to Wealthsimple's success, providing critical financial oversight, strategic guidance, and operational support across the business. The team ensures we maintain fiscal responsibility while enabling growth and innovation. Working closely with leadership across the company, Finance helps translate our ambitious vision into sustainable business practices.
About the Role
Reporting to the Chief Financial Officer you will serve as a Senior Executive Assistant providing comprehensive support to both the CFO and the broader Finance leadership team. You will also provide supplemental support to C-suite, as needed. This role requires exceptional organizational skills, attention to detail, and the ability to manage multiple concurrent priorities. You'll be responsible for ensuring smooth operations of key Finance meetings, managing executive calendars, supporting the smooth operation of our New York office and supporting critical Finance initiatives. This is a 12 month contract with the possibility for extension.
In this role you'll have the opportunity to:
- Coordinate, organize and help lead weekly and monthly Finance meetings, such as Coffee Chats, All-Hands and Leadership team meetings
- Manage comprehensive calendar support for the CFO, including scheduling weekly syncs with Finance directs, M-Team members, and other key stakeholders
- Process expenses, ensuring timely submission and approval
- Support the planning and execution of events such as the Finance Fall Takeover
- Serve as the in-person contact for the NYC office 1-2 days per week, conducting administrative tasks that keep the NYC ticking!
What you'll bring:
- Proven experience supporting executives at a senior level
- A collaborative and open approach to communication: you are experienced in delivering clear, concise and solution-focused messages, that are easily understood by a cross-discipline team
- Discretion when handling sensitive and confidential financial information
- Experience supporting operations across multiple office locations
- Exceptional organizational and project management capabilities with the ability to manage complex meeting cadences and calendars
- Proficiency with collaborative tools including Google Workspace, calendar management systems, and expense tools
Invest in your career! Please submit your application before 5PM EST on July 14, 2025.
Why Wealthsimple?
🤑 Competitive salary
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 Generous PTO offerings
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI and tooling, to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.