OPEN
Executive Assistant & Client Experience Coordinator
Join an ambitious, entrepreneurial team where your ideas, initiative, and impact matter.
Vancouver, BC
On-site
The Company
Our client is a boutique, entrepreneurial wealth advisory firm that does things differently. Working with successful business owners and incorporated professionals, the team is known for its highly personalized approach to financial planning and for making a meaningful difference in the lives of its clients.
With a tight-knit team, ambitious plans for growth and a strong culture of collaboration, this is a business that values people who bring ideas, take ownership and care deeply about the experience they create for others.
The Opportunity
This is a role for an experienced Executive Assistant who wants to do more than manage calendars or coordinate logistics. It is an opportunity to become a trusted partner to senior leaders while also helping shape a truly exceptional client experience.
You will protect executive time, anticipate needs, take action before being asked and keep important details moving. At the same time, you will help bring a white-glove level of hospitality to client interactions - from thoughtful arrivals and personalized touches to more consistent, memorable service.
If you are naturally proactive, comfortable guiding busy leaders and proud of making things happen behind the scenes, this could be a strong fit.
What You'll Own
Provide high-trust support to three senior partners, managing competing priorities and complex calendars with confidence.
Anticipate needs and independently resolve issues before they become disruptions.
Act as a thoughtful gatekeeper, helping protect executive focus and coordinate requests with sound judgment.
Manage travel arrangements, meeting logistics, selected projects and follow-through.
Coordinate expenses, receipts and financial administration with bookkeeping partners.
Own CRM accuracy, confidential information and essential office systems.
Help create a consistently exceptional client experience through hospitality, gifting, events and thoughtful personal details.
Identify service gaps, improve processes and keep day-to-day office operations organized.
What You Bring
3+ years directly supporting senior executives, founders or multiple principals.
A proven ability to manage complex calendars, conflicting priorities and executive requests without constant oversight.
Genuine client-facing experience and a natural appreciation for polished, personal service.
Excellent judgment, confidentiality and the confidence to respectfully challenge a leader when appropriate.
Strong organization, communication and follow-through with a proactive, action-oriented mindset.
Experience with CRM systems, expenses and everyday business technology.
Comfort working in a small, entrepreneurial team where the responsibilities are varied and the pace can change quickly.
Experience in wealth management or financial services is welcome but not required. Boutique professional services, founder-led businesses and high-service hospitality environments can all be relevant.
Why This Role
You will be trusted to have real influence on how busy executives work and how clients experience the firm. This is a chance to bring both rigor and genuine hospitality to a team that values autonomy, collaboration and meaningful relationships.
• Direct partnership with entrepreneurial leadership.
• A dynamic role combining executive support and client experience.
• A supportive, connected and growth-oriented workplace.
• Room to make practical improvements and see their impact quickly.
• A workplace that values health, wellness and personal development.
Compensation & Total Rewards
Target base salary: $68,000–$80,000 annually.
Extended health and dental benefits.
On-site parking, gym, sauna and cold plunge.
Potential future eligibility for a profit-sharing program
Please note - the salary range for this position is structured to reflect different stages of proficiency within the role. Compensation at the lower end applies to individuals developing core competencies, while higher compensation is associated with demonstrated expertise and sustained performance. Final offers are determined by the client based on candidate experience and organizational requirements.
Outlier's Process
1
Apply
Submit your application through our online portal. A real human reviews every resume - no automated AI filtering here. We assess your experience, background, and alignment with current opportunities. If there’s a strong match, we’ll be in touch with next steps. If not, we keep your profile on file for future roles that may be a better fit. Depending on the scope of the search, Outlier may continue to manage the process end-to-end, or the client may take the lead directly from this point forward. In either case, we ensure a clear handoff and will let you know exactly what to expect next.
2
Outlier Interview
If your background aligns with what our client is looking for, we’ll schedule a live interview. This 30–45 minute conversation is designed to go beyond your resume. We’ll dig into your skills and experience, but more importantly, we want to hear your story - what motivates you, what you’re looking for next, and what makes you stand out. We also use this conversation to discuss compensation expectations upfront, ensuring alignment early and avoiding surprises later in the process.
3
Candidate Submission
Once we’ve met and confirmed alignment, shortlisted candidates are presented to our client. If selected to move forward, you’ll be asked to complete a short (10–15 minute) online assessment. This helps the client better understand your values, motivation, and work style, and supports a more thoughtful, well-rounded hiring decision.
4
Client Interviews and Beyond
Once candidates move forward, our clients review a well-rounded view of your profile — including your experience, our interview perspective, and assessment insights. From there, they identify who they’d like to meet directly. We act as an advocate and connector throughout, ensuring your strengths are clearly represented and that you’re supported with preparation, context, and timely feedback at every step. For finalist candidates, we further manage background checks, facilitate offers, and support on-boarding, providing support and acting as your coach right until the end.