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Administrative Assistant

3 months ago

courtenay, Canada Harbourfront Wealth Management Full time

Who we are:

Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing employee-owned firm and CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over twenty-eight branches across Canada.


The Opportunity:

We have a permanent full-time opportunity based 100% onsite at our Courtenay, BC office. The Administrative Assistant plays a crucial role in supporting all activities required by the 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. Depending on experience and knowledge, the core responsibilities of the role will be, but not limited to:


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;
  • Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work.


The ideal candidate for this position has:

  • 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;
  • 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.


Compensation Range: $21 - $24 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.