Business Development Associate and Executive Assistant

About Prime Quadrant

Prime Quadrant serves more than 240+ affluent families across North America and consults on CA$26+ billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us.

Prime Quadrant is proud to be announced as one of the Best Workplaces™ in Canada for the period of November 2025 to November 2026. This recognition is awarded by Great Place to Work® following an independent and anonymous Trust Index™ Survey of all Prime Quadrant team members. Our team’s feedback certified us as a Great Place to Work and then further enabled us to earn the honor of being named as one of the Best Workplaces™ in Canada. Great Place to Work® is the global authority on high-trust, high-performance workplace cultures. We take pride in our team being dedicated to creating a work environment built on trust, inclusivity, and resilience.

To learn more about Prime Quadrant, please visit: https://www.primequadrant.com

The Opportunity

We are seeking a highly organized and proactive Business Development Associate and Executive Assistant to join our team in a dual-function role supporting both Business Development and Executive Operations. This position will play a key role in coordinating business development initiatives across multiple channels while also providing strategic and administrative support to a senior leader.

The successful candidate will be responsible for managing competing priorities, coordinating internal and external stakeholders, maintaining accurate business development records and reporting, and supporting the execution of strategic initiatives. This role requires strong organizational and communication skills, attention to detail, sound judgment, and the ability to operate effectively in a fast-paced environment.

Primary Responsibilities

Business Development Support (~50%)

• Coordinate business development activities across B2B advisor pursuits, B2C initiatives, Prime Quadrant Partners, regional offices, and other strategic opportunities.
• Maintain and update the shared business development calendar, pipeline activity, and CRM records within HubSpot.
• Prepare meeting briefings, research summaries, and background materials for prospective advisors, partners, and stakeholders.
• Track meeting action items, coordinate follow-ups, and support ongoing relationship management activities.
• Assist in the preparation of presentations, one-pagers, pitch materials, and business development collateral.
• Conduct company, contact, and market research to support outreach and strategic initiatives.
• Prepare monthly business development activities and pipeline reporting.
• Coordinate internal meetings, agendas, and communications to support collaboration across teams and regional offices.
• Support operational activities including onboarding coordination, advisor education sessions, communications, and event logistics.

Strategic Executive Support (~50%)

• Manage the Senior Leader’s calendar, meeting coordination, travel arrangements, and expense administration.
• Monitor and prioritize incoming communications, meeting requests, and scheduling requirements.
• Prepare reports, presentations, agendas, and meeting materials in support of strategic initiatives and stakeholder meetings.
• Track action items, deadlines, and deliverables to support effective execution across multiple priorities.
• Coordinate cross-functional projects by gathering inputs, maintaining timelines, and ensuring follow-through across stakeholders.
• Draft and edit professional correspondence, stakeholder updates, LinkedIn posts, and other written communications.
• Support meeting preparation and follow-up activities to ensure timely completion of outstanding items.

Key Attributes

• Strong organizational and project coordination skills, with the ability to manage multiple priorities and deadlines simultaneously.
• High degree of professionalism, discretion, accuracy, and attention to detail.
• Demonstrated initiative and ability to proactively identify and resolve issues.
• Strong written and verbal communication skills with the ability to interact professionally across internal and external stakeholders.
• Ability to work independently while contributing effectively within a collaborative team environment.
• Comfortable working with technology platforms and leveraging AI productivity tools to improve efficiency and workflow management.
• Strong process orientation with the ability to maintain accurate records, follow-ups, and reporting.
• Interest in wealth management, philanthropy, and relationship-driven business environments.

Qualifications

• Bachelor’s degree in business, finance, economics, communications, or another writing-intensive discipline.
• Minimum 2 years’ experience in business development, executive support, consulting, financial services, or another fast-paced professional environment.
• Experience supporting multiple stakeholders or clients within a professional services environment is considered an asset.
• Proficiency with Microsoft Office applications including PowerPoint, Excel, Outlook, and Teams.
• Experience working with CRM systems; HubSpot experience is considered an asset.
• Excellent written and verbal communication skills, with strong attention to detail and follow-through.
• Ability to manage sensitive information with professionalism and discretion.

Compensation

• Base salary range $70,000 - $75,000 CAD per annum
• Performance based bonus structure
• Career advancement with demonstrated performance
• Comprehensive Health Benefits
• Retirement Plan
• Parental Leave Top Up
• Up to $1,000 per annum relevant continuing education expense reimbursement
• Wellness allowance up to $600 per annum
• 3 weeks vacation per annum
• Personal days + volunteering day