Administrative Assistant

2 weeks ago


Surrey, 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 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**:
**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.
- Minimum of 1-year experience in a similar role
- Proficient with Microsoft Office particularly Excel & Outlook;
- Strong computer literacy and comfort in digital environment;
- Proven verbal and written communication skills;
- Ability to learn quickly and work independently;
- Strong organizational skills and meticulous attention to detail;
- Ability to prioritize, multitask, work within time constraints and track follow-up;
- Ability to work in a team environment and demonstrate a professional and friendly manner.

**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.

**Job Type**: Part-time

Pay: $18.00 per hour

Expected hours: 15 - 20 per week

Work Location: In person



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