Administrative Coordinator- Fulltime

4 weeks ago

Toronto ON, Canada Harbourfront Wealth Management Full time

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.Registered Investment Advisor (RIA) and insurance company. We are seeking a warm, polished, and service-oriented professional to serve as the first point of contact for our firm. Client Experience & Front Desk
Serve as the primary point of contact for all guests, clients, and incoming calls, ensuring a gracious and professional welcome.
Oversee the collection, sorting, processing, and distribution of incoming and outgoing mail.
Maintain supply rooms, office equipment, and common areas in a well-stocked, organized, and presentable condition.
Oversee the collection, sorting, processing, and distribution of incoming and outgoing mail.
Manage the firm’s CRM for updates, and general administrative information to ensure accuracy and completeness.
Help with items relating to best-in-class service delivery

Office Coordination
Oversee office supplies, ensuring the team has what they need and maintaining an organized and well-run workspace.
Maintain supply rooms, office equipment, and common areas in a well-stocked, organized, and presentable condition.

Prior experience in a professional services environment (wealth management, law, accounting, hospitality, or similar) is considered an asset.
Proficiency with Microsoft Office and comfort working with CRM systems (sales force)

Diversity and Inclusion
Diversity is an important value to us. 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.

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