COMPANY SUMMARY Sapling Financial Consultants is a management consulting firm, founded in 2015. What started as an idea from a kitchen table has turned into a trusted advisor serving clients across North America. Headquartered in Toronto, Ontario, with a newly opened satellite office in Atlanta, Georgia, Sapling is supported by a team of 30 professionals, delivering high-quality financial modelling, due diligence, interim FP&A and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs. More than half of Sapling’s clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting. The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions. During periods of economic uncertainty, Sapling has consistently demonstrated steady growth. The firm was recognized for its excellence, being awarded the CanadianSME National Business Award for Best Professional Service in 2023, receiving Ragan’s 2025 Workplace Wellness Award in the category of Learning & Development – Wellness Initiatives, as well as being ranked among Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine for two years in a row.

POSITION SUMMARY, DUTIES AND QUALIFICATIONS

Position Summary We are looking for a conscientious full-time Administrative Assistant who can support the work of our Partners and Managers as the demands increase on their time given rapid growth. The ideal candidate above all wants to do high quality, impactful work they can take pride in - work that will empower our Senior Management and the entire Sapling Team to continue creating real value for our clients.

As an Administrative Assistant, you will work hand-in-hand with our Leaders to ensure the smooth operation of the business. This will include assisting us with scheduling, paying and tracking expenses, arranging travel and making reservations, finding email addresses for conference attendees, requesting information from clients and employees, invoicing, monitoring key performance indicators and generally keeping the Leaders focused on the company’s goals and at the top of their game.

We are a boutique consultancy that differentiates itself from the big firms with best-in-class work, and we have no interest in diluting our brand. The ideal candidate can not only keep up, but also win our respect through their work ethic, attention to detail, and high quality of work. We’re looking above all for someone with a longer-term outlook who wants to join like-minded people in building a wildly successful company founded on that principle of creating high-impact value for clients. Ultimately, you will play a large role in a small but growing team with big ambitions for the future. Our company is on a hybrid model, with the entire team in-office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work. Note that the ideal candidate will be able to come to the office on other days as well if Senior Management has meetings (client, advisory board, etc.).

Responsibilities Schedule and confirm appointments and meetings Arrange travel schedules and make reservations Perform basic bookkeeping tasks (e.g., enter expenses) Order and/or pick up office supplies, and research new deals and suppliers Deal with time-consuming administrative tasks (e.g., call banks, utilities, etc. to inquire about recent bills, etc.) Assist with preparing employee and customer contracts/agreements based on existing company templates Assist with preparing customer invoices with details by hour/function, etc. Apply for grants (employee, conference, etc.) Review team member time trackers For conference attendee lists that do not have emails, assist with locating emails. For all conferences, assist with reaching out to attendees to attempt to secure meetings Prepare food plates and set up and clean up for team meetings Arrange contractors (e.g., Bell Canada) and meet with them to gain access to the office Greet visitors to our office Depending on business need, conduct in-depth market, industry and company research on clients, and develop decks and reports, for business plans, business cases, valuations, financial analyses and related documents Depending on business need, proof the writing work product developed by Analysts and Consultants (e.g., whitepapers, prospect email templates, etc.) Perform occasional design work to enhance the appearance of client deliverables (e.g., PowerPoint, Word)

Skills & Qualifications Bachelor’s degree preferred, but good work experience can substitute Proven experience as an Administrative Assistant, Receptionist or similar role is a nice to have Knowledge of office management systems and procedures Proficiency in MS Office (MS Excel, MS Word and MS PowerPoint, in particular) Excellent time management skills and the ability to prioritize work Attention to detail and problem solving skills Excellent written and verbal communication skills Strong organizational skills with the ability to multi-task Ability to take ownership of responsibilities and see them through to completion Ability to work independently and manage time and multiple tasks/deadlines/deliverables at once Strong dedication to the team and excellent work ethic Desire to contribute to the firm over the long haul, with the understanding that loyalty and hard work will be recognized in both compensation and responsibilities far more quickly than in a large “brand-name” firm

APPLICATION DETAILS Start Date: As soon as possible. Application Materials: Resume Cover Letter Answering a couple of questions on our online form

Sapling Financial Consultants is an equal opportunity employer that is committed to inclusion and diversity.

Sapling Financial Consultants

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