Who we are

RWT is not just another boutique M&A firm. We’re challenging the status quo of investment banking and proving that a culture focused company, which values relationships while taking a long-term view of our clients can deliver industry leading M&A results.

This unrelenting focus towards growth and excellence starts and ends with our team. We foster a culture of values, high performance, inclusivity and autonomy. And equally, we focus on meritocracy and rewards that come from performance. Combining what historically made investment banking a great industry to work in with a true value and appreciation for our team is what we are about.

As a female founded company, we value diversity in backgrounds and in experiences. Corporate finance impacts everyone and we need people from all backgrounds and walks of life to make a real impact. RWT’s team is high-performance yet empathetic, caring and supportive. We are committed to building a reflective and deliverable team and culture, seeking team members who are not only strong in their abilities but also care deeply about supporting each other’s growth.

About the role

The Executive Assistant will play a critical role in enabling the CEO to operate at the highest level of efficiency and effectiveness. This position is ideal for someone who thrives in a fast-paced, entrepreneurial environment, is naturally solutions-oriented, and brings exceptional professionalism to every interaction.

You will manage day-to-day priorities, streamline workflows, strengthen internal coordination, assist with presentations, deliverables and projects while assisting our CEO so she stays focused on strategic initiatives, clients, and business growth. This role is based out of our Kelowna, B.C. office.

Key responsabilities

Executive Support

• Manage complex calendars, scheduling, and prioritization of meetings, travel, and commitments.
• Support with the review and build out of Customer Information Memorandums, client proposals and Client presentations.
• Anticipate needs and proactively prepare meeting materials, briefings, agendas, and follow-ups.
• Coordinate travel logistics and itineraries for business trips and client meetings.
• Handle confidential information with the highest degree of integrity and discretion.

Operational & Administrative Support

• Support coordination of internal meetings, strategic planning sessions, and company events.
• Assist with preparation of presentations, reports, proposals, and project tracking.
• Ensure smooth daily operations by supporting contracts, renewals, vendors, expenses, and office logistics.

Project & Business Support

• Collaborate with team members to drive key initiatives, timelines, and deliverables.
• Research information, compile data, and produce summaries or insights for CEO decision-making.
• Provide support on special projects across business development, marketing, HR, and operations.

Stakeholder & Client Coordination

• Serve as a professional, polished first point of contact for clients, partners, and internal teams.
• Maintain strong relationships with stakeholders while representing RWT Capital’s high service standards.

Qualifications

• 4-6 years of experience supporting a senior executive, ideally in finance, consulting, legal, or a fast-paced professional environment.
• Strong organizational and time-management skills with the ability to handle multiple priorities.
• Exceptional communication skills; written, verbal, and interpersonal.
• High level of professionalism, discretion, and emotional intelligence.
• Advanced proficiency in Microsoft Office Suite, Google Workspace, HubSpot and project management tools.
• Detail-oriented, solution-focused, and comfortable making decisions independently.
• Ability to anticipate needs, think strategically, and manage up effectively.

Competencies we are Looking for:

• Proactive and highly dependable
• Calm under pressure
• Client-centric mindset
• Strong judgment and confidentiality
• Adaptable and resourceful
• Ability to thrive in an entrepreneurial, growing firm

What we offer:

• Competitive Compensation package
• Health and Wellness Benefits
• Start with 3 Weeks of Vacation
• Opportunity to work closely alongside the Founder & CEO of a growing investment bank
• Exposure to high-impact projects, client engagements, and strategic initiatives
• Supportive team culture, professional development, and room for advancement
• Flexibility and a dynamic, fast-moving environment
• Offsite team building and more

Compensation: $65,000 – 85,000 per year plus bonuses equal to base salary and an opportunity for advancement.

Location: Kelowna, BC

From RWT’s inception, Diversity and Inclusion have always been key to our success. We are an equal opportunity employer and our employees are people with different strengths, experiences and backgrounds who share a passion for improving people’s lives. Diversity not only includes race and gender identity, but may also include age, disability status, veteran status, sexual orientation, religion and many other parts of one’s identity. All of our employee’s points of view are key to our success and inclusion is everyone’s responsibility.

If your background and experience is well suited to this role please submit your resume and cover letter explaining why you are interested in this position and why you would excel at it.