Virtual Executive Assistant (Creative & Organized)

Who We Are:
We are CL Financial. CLFIN(.)CA . We exist to empower Canadians by making finance human, simple, and accessible; so every family, old or new, can build a future they're proud of. We're a fast-growing Toronto Financial Services brokerage catering to Ontario's Filipino community. Around since 2012, but completely rebuilt under new management in 2023; fresh energy, better systems, big growth plans. We help families protect and grow wealth through life insurance, investments, and financial education. We speak simply. We think visually. Everything we touch, client service to internal systems, is clean, clear, and simple.

About the Role:
We need a Virtual Executive Assistant who's more than organized. Someone creative, adaptable, and ready to build our next chapter with us. You'll work directly with our COO and leadership, turning ideas into action, creating world-class visuals and documents, and driving projects forward across the business. We are a small team now, but growing fast. This role evolves as we do. If you love learning, building systems, and watching a company transform around you, you'll thrive here.
Ideally, we would like this to be long-term. Not looking for temporary help, we want someone who wants to grow with us. Fair warning: we move fast, performance matters, and we need the right fit.

What You'll Do:
1. Meeting & Project Coordination
- Schedule and prep leadership meetings (agendas, notes, follow-ups)
- Track projects, deadlines, sales, progress through shared spreadsheets
2. Document Design & Communication
- Draft and design branded materials (one-pagers, SOPs, infographics, decks)
- Transform rough notes/voice memos into professional visuals
- Keep company documents organized and current
3. Creative Support
- Brainstorm and script presentations and internal podcast content
- Repurpose clips, case studies, trainings into shareable visuals
- Help support company campaigns and internal projects
4. Systems & Data Management
- Update spreadsheets and dashboards with accurate data
- Summarize weekly/monthly performance insights
- Find ways to automate or simplify repetitive tasks
5. Growth & Ownership
- Anticipate needs before they're voiced
- Improve how we work – new templates, better tools, smarter systems
- Jump in wherever needed

Who You Are
- Excellent written English: warm, clear communication
- Organized AND creative: you have the ability to turn messy ideas into clean, visual systems
- Strong design sense: Canva, Google Slides, or similar
- Fast mover, initiative-taker: don't wait to be told what's next
- Detail-oriented but flexible: adapt quickly to change
- Loyal, curious, committed to long-term growth with a company that values you

Tools We Use:
Google Workspace, Canva, ChatGPT, Claude AI, spreadsheets (Google Sheets)

Why You'll Enjoy Working With Us:
- Stable, long-term: our company's been around 12+ years
- Human-first culture: we work hard but care about our people
- Creative freedom: your ideas and design taste will be seen and valued
- Growth environment: we're expanding fast, your role grows too
- Filipino-friendly team: 99% of our company and our clients are from the Filipino community

Bottom Line:
If you’ve made it this far, put “builder” in your subject line or somewhere in your first sentence so we know to put your application at the top of the pile. Also please include a sample of something you’ve designed or written (a deck, infographic, or document). We are not looking for just a "doer." We're hiring someone who has taste and initiative, and can make judgements effectively. Someone who translates chaos into clarity and makes it look good. Want to work somewhere that values creativity, ownership, and trust? Want a role that grows as you grow? Want to help build something big from something small? Apply now.