Executive Assistant
The Mortgage Centre| MORTGAGE SELECT LTD|
Job Description
We're hiring — Executive Assistant to the CEO | Lake Country, BC JP Carlson Enterprises Ltd. is looking for a highly organized, proactive Executive Assistant to support the CEO and keep two growing businesses running smoothly from our Lake Country office: an independent commercial finance brokerage (Carlson Capital Group) and a regenerative-agriculture operation (The GREENway Agricultural Project). Full-Time, Permanent | On-Site | $55,000–$70,000/year (based on experience) THE ROLE You'll be the operational backbone of the business — the person who makes sure nothing falls through the cracks. This is a high-trust role with direct access to the owner and broad scope across both businesses.
RESPONSIBILITIES Manage and protect the CEO's calendar across both divisions and two provinces (Microsoft 365 / Outlook) Handle incoming calls and correspondence with professionalism, directing inquiries appropriately Prepare, proofread, and edit correspondence, reports, and presentations Track deadlines and follow-through — ensure documents get signed (DocuSign), invoices go out on time, and filings never slip Perform data entry, filing, and document management (Microsoft Office, SharePoint) Assist with light bookkeeping support in Xero and liaise with the bookkeeper and accountant Coordinate travel, itineraries, agendas, and meeting follow-ups Act as the point of contact between the CEO and external professionals (bookkeeper, accountant, lawyer) and internal team Run day-to-day office operations while maintaining confidentiality QUALIFICATIONS Proven experience as an executive assistant or in a senior administrative role Proficiency in Microsoft Office (Word, Excel, PowerPoint), Outlook, and DocuSign Strong typing accuracy and excellent written and verbal communication Familiarity with bookkeeping software (Xero or comparable) is an asset Ability to juggle multiple priorities in a fast-paced setting Sound judgment and discretion with confidential information Valid driver's licence and reliable vehicle (on-site role in Lake Country) HOW TO APPLY Send your resume and a short note on why this role fits you to james@carlsoncapitalgroup.ca with the subject line "Executive Assistant – (Your Name)." #Hiring #ExecutiveAssistant #LakeCountry #Okanagan #BCJobs #AdminJobs