Administrative Assistant – Financial Services

  • Full Time
  • Vancouver

Website Harbourfront Wealth Management

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Who we are:

Harbourfront Wealth Management is an industry leader and a fast growing, dynamic firm. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies. Our inspiring passion, excitement, and adventure has fueled innovation and empowerment for over 8 years.  Our head office is in downtown Vancouver with over 20 branches across Canada.

Career opportunity:

We currently have a career opportunity for a high performing, results driven, team member to join a top performing Investment Advisor for the Vancouver, BC area. The position will require high attention to detail and the ideal candidate should have industry experience. Drawing on at least 2-years of previous experience at a financial services firm, the candidate must have meticulous attention to detail, possess a positive attitude, exceptional interpersonal skills and professionalism.

About Harbourfront

Harbourfront Wealth Management Inc. is an employee-owned firm and IIROC registered securities dealer with offices across Canada. The firm specializes in providing holistic wealth management solutions for mid to high-net-worth individuals which includes customized, back-tested portfolio construction, financial income and cash flow audits, pension style asset management, and tax & trusts solutions.

Why it is great to work at the Harbourfront Group:

  • We offer our team members a dynamic, collaborative and family-focused environment. In addition to a competitive base salary, we provide:
  • Amazing opportunities for personal growth and development
  • Competitive compensation and comprehensive benefits
  • A supportive, engaging, tight knit culture

Key responsibilities

  • 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.

Ideal candidate qualifications:

  • Minimum of 2-years experience
  • 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

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.

How to apply

This is an exciting role with great potential for growth. If you are interested in this opportunity,

please send a copy of your cover letter and resume to [email protected]

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