Talent.com
Harbourfront Wealth Management
Administrative AssistantHarbourfront Wealth Management • Vancouver, British Columbia, USA
Administrative Assistant

Administrative Assistant

Harbourfront Wealth Management • Vancouver, British Columbia, USA
4 hours ago
Salary
CA$26.00 hourly
Job type
  • Full-time
  • Permanent
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 $22 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.


Career opportunity:
We have a permanent, full-time opportunity for an Administrative Assistant. This role has the potential to be remotely executed as it plays a crucial role in supporting all activities required by the Senior Investment Advisor.

This role requires an individual who is professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance.


You will be responsible for:

  • Enhancing advisor’s effectiveness by providing information management support;
  • Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
  • Open accounts and manage documentation requirements;
  • Process and follow up on account opening, transfer and other type of requests;
  • Handle incoming and outgoing phone calls with clients and respond to requests for information;
  • Organizing and coordinating meetings and conference calls;
  • Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work;
  • Act as the professional first point of contact for the company that greets and welcomes visitors;
  • Answer phone calls promptly, screen calls and redirect appropriately;
  • Serve as office point of contact for building directed maintenance and workplace related requests;
  • Maintain office premises standards for appearance, client requirements and day to day operations;
  • Other duties as assigned.


The ideal candidate for this position has:

  • Minimum of 2-years investment industry experience an asset;
  • Experience working within a professional service industry such as Law, Accounting, Retail Banking, General Business would be an asset
  • Proficient with Microsoft Office particularly Word, Excel, Publisher, PowerPoint & Outlook;
  • Proven verbal and written communication skills;
  • Ability to learn quickly and identify opportunities to add value;
  • Strong organizational skills;
  • Meticulous attention to detail;
  • Superior customer service skills;
  • Ability to prioritize, multitask, work within time constraints and follow-up;
  • Ability to work in a team environment and demonstrate a professional and friendly manner;


Salary Range: $26 per hour (actual compensation offered will be commensurate with education, experience, designations, 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 • Vancouver, British Columbia, USA

Similar jobs

Administrative Assistant

TRG The Residential Group Downtown RealtyVancouver, Metro Vancouver Regional District, CA
Full-time

We’re Hiring: Office / Operations Administrator.Homer St, Vancouver, BC (In-Office) Real Estate Marketing & Brokerage Support.We’re looking for a dependable, detail-oriented.Office / Operations Adm... Show more

 • Promoted

Administrative Support Assistant - Remote Work

HrstalentsolutionsSurrey, Metro Vancouver Regional District, CA
Remote
Full-time

Explore the role of Administrative Support Assistant with a focus on remote work.This position offers a chance to perform routine tasks with a structured approach, perfect for organized individuals... Show more

 • Promoted

Proactive Executive Assistant - Administrative Support

GHDVancouver, Metro Vancouver Regional District, Canada
Full-time

Seeking a highly organized Executive Assistant to deliver exceptional administrative support to executives in Western Canada.Succeed in a hybrid work environment while effectively managing multiple... Show more

 • Promoted

Administrative Assistant

Borden Ladner Gervais LLP (BLG)Vancouver, Metro Vancouver Regional District, CA
Full-time

Borden Ladner Gervais LLP (BLG).Lawyers, Paraprofessionals, Practice Assistants and other support functions under the direct supervision of the Team Leader and working independently.This includes c... Show more

 • Promoted

Administrative Assistant

Raymond James FinancialVancouver, Metro Vancouver Regional District, CA
Part-time

Job Description - Administrative Assistant (2600551).Administrative Assistant - 2600551.Raymond James Independent Financial Services is seeking a.Canada’s leading independent investment dealers, of... Show more

 • Promoted

Administrative Assistant

Canaccord Genuity Group Inc.Vancouver, Metro Vancouver Regional District, CA
Full-time

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.CG ... Show more

 • Promoted

Permanent Administrative Assistant Role

MANNZ CANADA IMMIGRATIONSurrey, Metro Vancouver Regional District, CA
Permanent

Embark on your career as a Permanent Administrative Assistant, handling office routines and supporting staff efficiently.This role emphasizes flexibility with working hours.Candidates with up to on... Show more

 • Promoted

Temporary / On-Call Administrative Assistant

BC General Employees' Union (BCGEU)Burnaby, Metro Vancouver Regional District, CA
Temporary

TEMPORARY/ON-CALL ADMINISTRATIVE ASSISTANT.POSITION TERM: Temporary Float Position (Casual).BCGEU thanks all applicants for their interest; only those selected for an interview will be contacted.Th... Show more

 • Promoted

Administrative Assistant

Altis RecruitmentNorth Vancouver, Metro Vancouver Regional District, CA
Temporary

This range is provided by Altis Recruitment.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Our retail client is seeking an Administrative Assis... Show more

 • Promoted

Administrative Assistant

Raymond James Ltd.Vancouver
Full-time

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Canada's leading independent investment dealers offering high quality investment products and services t... Show more

 • Promoted

Executive Assistant

St. Paul's FoundationVancouver, Metro Vancouver Regional District, CA
Full-time +1

Expected Hiring Range $50,000 to $55,000.Hybrid (3 days in office per week).Executive Director, Providence Programs.Extended Health Benefits and eligibility to participate in the BC Municipal Pensi... Show more

 • Promoted

Brush Dental Administrative Assistant Needed

DentalcorpVancouver
Full-time

Elevate patient care at Brush Dental in Vancouver as a full-time Administrative Assistant.The role encompasses vital administrative tasks that contribute to an exceptional dental experience.At Brus... Show more

 • Promoted

Sales and Administrative Assistant

BRIGHTER STAFFING AGENCYVancouver
Full-time

Position: Sales and Administrative Assistant — Permanent, Full-time.Brighter Staffing Agency is a leading recruitment and staffing agency based in Vancouver, BC.We specialize in providing top-quali... Show more

 • Promoted

Administrative Assistant 1

BC HydroSurrey, Metro Vancouver Regional District, Canada
Full-time

Maintaining, coordinating and integrating calendar schedules; booking and managing meetings and conference calls logistics; managing correspondence to ensure all items are prioritized and dealt wit... Show more

 • Promoted

Administrative Assistant

Pythe Navis MDPVancouver
Full-time +1

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Pythe Navis MDP.Pythe Navis MDP is an adjusting corporation and law firm that works exclusively on b... Show more

 • Promoted

Office Administrative Assistant

Vancouver School BoardVancouver
Full-time +2

THE VANCOUVER SCHOOL BOARD WELCOMES APPLICATIONS FOR THE POSITION OF:.OFFICE ADMINISTRATIVE ASSISTANT (OFFICE SUPPORT B).Position Type : Permanent, Part-Time.Benefits : Extensive benefits and munic... Show more

 • Promoted

Administrative Assistant, Leaves Processing (12-month contract)

BC Maritime Employers AssociationVancouver
Full-time +1

The Administrative Assistant, Leaves Processing is responsible for ensuring accurate and timely administration of employee leave programs in compliance with federal legislation and organizational p... Show more

 • Promoted

Administrative Assistant

MNPVancouver, Metro Vancouver Regional District, CA
Full-time

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac... Show more

 • Promoted

TransLink Confidential Assistant Role

TransLinkVancouver, Metro Vancouver Regional District, Canada
Full-time

Support TransLink as a Confidential Assistant, delivering essential administrative and clerical services in a hybrid work setting.Contribute to various departments while ensuring confidentiality in... Show more

 • Promoted

Legal Administrative Assistant

Reverie Talent GroupVancouver
Full-time

LEGAL ADMINISTRATIVE ASSISTANT.Salary: $43,000-$55,000/ annually.Benefits: Comprehensive Benefits Package (Health/Dental/Vision/LTD, Employee Assistance, Paid Vacation, Sick and Personal Days, Flex... Show more