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Administrative Assistant

2 weeks ago

Abbotsford, Canada Harbourfront Wealth Management Inc. Full time

**Who we are**:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 52 branches across Canada.

**Career opportunity**:
**You will be responsible for**:

- Enhance advisor’s effectiveness by providing information management support;
- Greet visitors, clients, and prospective clients in a friendly and professional manner;
- Handle incoming telephone calls, sort, and distribute the mail;
- General clerical and administrative duties: Data entry, filing and any other assigned administrative duties/projects;
- Coordinate the assembly and mailing of client paperwork;
- Order and handle office supplies, coordinate vendors;
- Coordinate and book travel arrangements;
- Organize and coordinate all conference calls and webinars;
- Manage the Advisors’ calendars: Schedule meetings, allocate sufficient preparation time for meetings, recognize and anticipate changes, resolve schedule conflicts;
- Bank deposits to nearby bank.
- Minimum of 2-years experience as an Administrative Assistant is essential;
- Excellent verbal and written communication skills;
- Strong work ethic with a team-first mindset and proven ability to work independently;
- Strong organizational skills, meticulous attention to detail and results oriented;
- Superior customer service skills and exceptional interpersonal skills;
- Demonstrated ability to prioritize, multitask, work within time constraints and follow-up effectively;
- Proven ability to work in a professional team environment;
- Takes initiative and identifies opportunities to add value;
- Experience working with a Securities Brokerage firm an asset.

**Salary Range**:$50,000 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.

**Job Types**: Full-time, Permanent

Pay: $50,000.00 per year

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Life insurance

Work Location: In person