Administrative Assistant

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 full-time opportunity for an Administrative Assistant based 100% in office in Abbotsford, BC. 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.

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.

The ideal candidate for this position has:

• Minimum of 2-years experience as an Administrative Assistant is essential;
• Proficiency with MS Office applications: Word, Excel, PowerPoint & Outlook;
• 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, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.