Talent.com
Harbourfront Wealth Management
Administrative Assistant - Family Planning OfficeHarbourfront Wealth Management • Wellington Street East, Aurora,, Ontario, USA
Administrative Assistant - Family Planning Office

Administrative Assistant - Family Planning Office

Harbourfront Wealth Management • Wellington Street East, Aurora,, Ontario, USA
4 days ago
Salary
CA$58,000.00 yearly
Job type
  • Full-time
Job description
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:
  • Greet clients and provide a warm, professional first impression.
  • Answer and direct phone calls, respond to emails, and manage correspondence.
  • Schedule client meetings and maintain advisor calendars.
  • Prepare meeting packages and client documentation.
  • Assist with account opening and transfer paperwork.
  • Maintain accurate client records and electronic filing systems.
  • Coordinate follow-up with clients and financial institutions.
  • Prepare reports, presentations, and other administrative documents.
  • Order office supplies and assist with general office administration.
  • Maintain confidentiality and handle sensitive financial information with discretion.

The ideal candidate for this position has:
  • Previous administrative experience, preferably in financial services, banking, wealth management, or a professional office.
  • Proficiency in Microsoft Office (Word, Excel, Outlook).
  • Excellent communication and interpersonal skills.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to prioritize tasks and work independently in a fast-paced environment.
  • professional, dependable, and client-service oriented.
  • Experience with CRM-software & financial planning platforms is considered an asset.
What do we offer:
  • Competitive salary based on experience.
  • A supportive and collaborative team environment.
  • Opportunities for professional development and career growth.
  • Comprehensive training and ongoing earning opportunities.
  • Paid vacation & personal days
  • Employee benefits after 3 months
  • Hybrid (1 day from home after probation)

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.


Create a job alert for this search

Administrative Assistant - Family Planning Office • Wellington Street East, Aurora,, Ontario, USA

Similar jobs

ADMINISTRATIVE ASSISTANT, RESEARCH OPERATIONS

Canadian Hearing ServicesToronto, ON, CA
Full-time +1

ADMINISTRATIVE ASSISTANT, RESEARCH OPERATIONS - TORONTO.Posted Tuesday, July 14, 2026 at 4:00 AM.CHS Hearing Research International (HRI) has an opening for an Administrative Assistant, Research Op... Show more

 • Promoted

Financial Planning Analyst

RBCToronto, Ontario, Canada
Full-time

As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions.This involves acting as the primary financial planner... Show more

 • Promoted

Temporary Office Administrator

Crown Holdings, Inc.Toronto, ON, CA
Permanent

We design and manufacture a wide range of innovative and sustainable metal packaging solutions and products for some of the largest and most respected companies in the world.Crown was founded with ... Show more

 • Promoted

Office Coordinator

Savills North AmericaToronto, ON, CA
Full-time

At Savills, we help organizations find the solutions that ensure employee success.Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real ... Show more

 • Promoted

Administrative Assistant, Wealth Management - $50,000 - $65,000 A Year

Canaccord Genuity GroupToronto County, Canada
Full-time

Administrative Assistant needed to support a wealth management team, assisting with client relations, transactions, and administrative duties. Show more

 • Promoted

Administrative Assistant III

Capital OneToronto, Ontario, Canada
Full-time

Bay Street (93021), Canada, Toronto, Ontario.Administrative Assistant III – Toronto, Canada.Capital One Canada has been on a mission to change banking for good and build relationships by making cre... Show more

 • Promoted

Program & Development Assistant

Childhood Cancer CanadaToronto
Full-time +2

Childhood Cancer Canada (CCC), established in 1987, is Canada’s leading foundation dedicated to supporting families affected by childhood cancer and funding critical research.CCC’s mission is to en... Show more

 • Promoted

Administrative Assistant (Long-Term Contractor)

Atticus Advisory Solutions IncToronto, ON, CA
Full-time

About the job Administrative Assistant (Long-Term Contractor).ADMINISTRATIVE ASSISTANT (Long-Term Contractor Role).Leading Solar Company North America.A leading solar company specializing in the de... Show more

 • Promoted

Family Office Operations Manager Dilawri Group of Companies - National Toronto, ON

Dilawri Group of CompaniesToronto, ON, CA
Full-time

The Dilawri family is in the process of establishing a dedicated family office to manage finance, personal affairs, and administrative operations.We are seeking a highly organized, discreet, and pr... Show more

 • Promoted

Administrative And Fundraising Assistant - $50,000 A Year

Wellspring Cancer Support FoundationToronto County, Canada
Full-time

Administrative Assistant to support fundraising and operations, including database management, donor communication, and administrative duties. Show more

 • Promoted

1588: Administrative Assitant - C$23.7 - C$30.0 An Hour

Dilico Anishinabek Family CareToronto, Canada
Full-time

The Administrative Assistant supports a Child Welfare Manager by maintaining daily duties, ensuring client file accuracy, and performing secretarial and clerical tasks including document creation, ... Show more

 • Promoted

Family Office Tax Strategist - Cross-Border Planning

Morgan McKinleyToronto, Ontario, Canada
Full-time

A financial services firm in Toronto is seeking a Senior Tax Specialist to provide high-quality tax support for High-Net-Worth individuals.This role involves managing external advisors, supporting ... Show more

 • Promoted

York Montessori School Administrative Assistant Role

Montessori Teachers CollegeRichmond Hill, York Region, CA
Full-time

Become an Administrative Assistant at York Montessori School and play an integral role in school operations and parent communications.This position emphasizes organization while nurturing a positiv... Show more

 • Promoted

Administrative Assistant for Senior Leadership

Hoopp-Toronto
Full-time

Make a meaningful impact at HOOPP as an Administrative Assistant, streamlining operations for the Finance & IA leadership team while enhancing workplace culture.This position is key to ensuring eff... Show more

 • Promoted

Organized Family Office Associate Opportunity

Prime QuadrantToronto, ON, CA
Full-time

Be part of Prime Quadrant's Family Office Solutions as an Associate, where your organizational skills enhance client support.Focus on administration, compliance, and building strong client relation... Show more

 • Promoted

Administrative Assistant I, Research

UhnresearchToronto, ON, CA
Full-time

UHN is Canada’s #1 hospital and the world’s #1 publicly funded hospital.With 10 sites and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princ... Show more

 • Promoted

Executive Assistant, Governance & Physician Leader Engagement

Ontario Medical AssociationToronto
Full-time +1

Are you looking to join one of Greater Toronto’s Top 2026 Employers? The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring ... Show more

 • Promoted

Administrative Assistant Iv - $90,000 - $130,000 A Year - Remote

AffirmToronto, Canada
Remote
Full-time

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.We are looking for a reso... Show more

 • Promoted

Regional Specialist in Family Services

AccertaToronto, ON, CA
Temporary

AccessOAP is hiring a Regional Service Network Specialist for the Central region.This fixed-term hybrid role supports families in the Ontario Autism Program.As part of your responsibilities, you'll... Show more

 • Promoted

Accommodations and Administrative Assistant

University of TorontoToronto, Ontario, Canada
Full-time

University of Toronto Scarborough (UTSC).The University of Toronto Scarborough is a place of energy, enthusiasm and passion.Our commitment to inclusive excellence attracts the brightest learners, s... Show more