Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.
Built on a foundation of personalized advice, transparency, and long-term relationships, Envision Private Wealth is an advisory practice within Harbourfront Wealth Management, providing comprehensive wealth management and financial planning services to individuals, families, and business owners.
Envision takes a holistic approach to wealth management, helping clients navigate investment planning, retirement planning, estate planning, tax strategies, risk management, and cash flow planning.
Career opportunity:
Our growing financial planning practice is looking for a professional, organized, and client focused Administrative Assistant to join our team. This role is ideal for someone who enjoys providing exceptional client service, managing multiple priorities, and supporting a busy financial planning office.
You will be responsible for:
The ideal candidate for this position has:
What do we offer:
Salary Range: $58,000 - $68,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).
Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.
Administrative Assistant - Family Planning Office • Wellington Street East, Aurora,, Ontario, USA
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