Administrative Assistant (Documentation)

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 $14 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 part-time opportunity for an Administrative Assistant based 100% on-site at our South Surrey office. This position will focus on supporting all documentation activities required by the Investment Advisor. The role requires an individual who is professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong data management skills. Candidates must be computer literate and capable of managing multiple files simultaneously in a digital environment, where attention to detail is of the utmost importance.

You will be responsible for :

• Enhancing Advisor’s effectiveness by providing documentation management support;
• Receiving, organizing and inputting client data for account opening and updates;
• Mastering Harbourfront’s digital documentation systems;
• Tracking and following up on account opening workflows through to completion;
• Managing a high volume of client files and data at once;
• Assisting in maintenance of office premises standards for appearance and day to day operations.

The ideal candidate for this position has :

Salary Range : $18 per hour , with an expected schedule of 15–20 hours per week . Hours may fluctuate above or below this range from time to time based on business requirements.

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.